Orion Portfolio Solutions, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025

A detailed history of Orion Portfolio Solutions, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 38,850 shares of SCHI stock, worth $883,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,850
Previous 33,923 14.52%
Holding current value
$883,837
Previous $761,000 14.59%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.77 - $22.56 $107,260 - $111,153
4,927 Added 14.52%
38,850 $872,000
Q4 2024

Feb 12, 2025
BUY
$22.02 - $46.16 $304,294 - $637,885
13,819 Added 68.74%
33,923 $748,000
Q3 2024

Nov 15, 2024
BUY
$43.73 - $46.29 $120,388 - $127,436
2,753 Added 15.87%
20,104 $928,000
Q2 2024

Aug 13, 2024
BUY
$43.11 - $44.42 $103,076 - $106,208
2,391 Added 15.98%
17,351 $765,000
Q1 2024

May 09, 2024
BUY
$43.87 - $44.99 $13,161 - $13,497
300 Added 2.05%
14,960 $665,000
Q4 2023

Feb 09, 2024
BUY
$40.96 - $45.17 $600,473 - $662,192
14,660 New
14,660 $658,000

Others Institutions Holding SCHI

# of Institutions
241
Shares Held
48.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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