Orion Capital Management LLC

Position in SCHW — Schwab Charles Corp

CIK 1846758 CORONADO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$6,551

-$121 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,232

of 2,303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Orion Capital Management LLC holds $1,826,426 across 5 Capital Markets names. SCHW ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	7,350	$1,536,444
2	GS	Goldman Sachs Group Inc	275	$278,126
3	SCHW	Schwab Charles Corp This page	71	$6,551
4	IBKR	Interactive Brokers Group, Inc.	36	$3,133
5	GEMI	Gemini Space Station, Inc.	510	$2,172

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,551	71	0.0%	Shares	Sole	2026-08-18
2026-03-31	$6,672	71	+42.0%	Shares	Sole	2026-05-14
2025-12-31	$4,995	50	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.