Orion Porfolio Solutions, LLC

Position in SCHW — Schwab Charles Corp

CIK 1360533 OMAHA, NE

Position in SCHW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$12,286,850

-$3,333,978 QoQ

Shares Held

130,739

-16.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. SCHW ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,932	$15,170,292
2	MS	Morgan Stanley	87,343	$14,374,037
3	SCHW	Schwab Charles Corp This page	130,739	$12,286,850
4	IBKR	Interactive Brokers Group, Inc.	70,556	$4,732,189
5	SF	Stifel Financial Corp	58,461	$4,321,437
6	PIPR	Piper Sandler Companies	52,992	$4,056,537
7	EVR	Evercore Inc.	11,135	$3,323,908
8	HOOD	Robinhood Markets, Inc.	46,201	$3,201,729

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,286,850	130,739	-16.4%	Shares	Sole	2026-05-13
2025-12-31	$15,620,828	156,349	-3.0%	Shares	Sole	2026-02-12
2025-09-30	$15,381,744	161,116	-8.7%	Shares	Sole	2025-11-12
2025-06-30	$16,102,491	176,485	+16.6%	Shares	Sole	2025-08-27
2025-03-31	$11,844,077	151,304	-21.3%	Shares	Sole	2025-08-01
2024-12-31	$14,224,055	192,191	+57.4%	Shares	Sole	2025-08-01
2024-09-30	$7,911,032	122,065	+0.5%	Shares	Sole	2025-07-31
2024-06-30	$8,945,966	121,400	-10.0%	Shares	Sole	2025-07-31
2024-03-31	$9,758,448	134,897	+8.3%	Shares	Sole	2025-07-31
2023-12-31	$8,565,875	124,504	-14.2%	Shares	Sole	2025-07-31
2023-09-30	$7,968,021	145,137	+7.5%	Shares	Sole	2025-07-31
2023-06-30	$7,649,759	134,964	+99.7%	Shares	Sole	2025-07-31
2023-03-31	$3,539,630	67,576	+16.6%	Shares	Sole	2025-07-31
2022-12-31	$4,824,750	57,948	-2.8%	Shares	Sole	2023-02-06
2022-09-30	$4,286,614	59,644	+13.4%	Shares	Sole	2022-11-01
2022-06-30	$3,322,257	52,584	-9.8%	Shares	Sole	2022-07-18
2022-03-31	$4,913,333	58,277	-1.5%	Shares	Sole	2022-05-16
2021-12-31	$4,978,215	59,194	+3.8%	Shares	Sole	2022-02-08
2021-09-30	$4,153,701	57,025	0.0%	Shares	Sole	2021-11-08
2021-06-30	$4,151,990	57,025	+14.3%	Shares	Sole	2021-08-03
2021-03-31	$3,252,025	49,893	-59.3%	Shares	Sole	2021-05-12
2020-12-31	$6,501,324	122,574	+110.9%	Shares	Sole	2021-02-16
2020-09-30	$2,105,615	58,118	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.