Orion Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Orion Capital Management LLC
- $220 Million
- Q4 2024
A detailed history of Orion Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Orion Capital Management LLC holds 10,101 shares of SCHB stock, worth $238,686. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,101
Previous 3,819
164.49%
Holding current value
$238,686
Previous $254,000
9.84%
% of portfolio
0.1%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$547 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$220 Million13.85% of portfolio