Orion Capital Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Orion Capital Management LLC

$201 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$32.37 - $37.01 $13,821 - $15,803	427 Added 19.03%	2,671 $98,000
Q3 2023 Nov 15, 2023	BUY	$33.82 - $36.71 $75,892 - $82,377	2,244 New	2,244 $76,000

Others Institutions Holding SCHF

# of Institutions

1,270

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$3.03 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.62 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.59 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.4 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$993 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Capital Management LLC with notifications on news.