OWM
SCHB icon

Opes Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Opes Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Sell
539,117
-16,432
-3% -$431K 2.22% 11
2025
Q4 		$14.6M Buy
555,549
+4,414
+0.8% +$115K 2.38% 9
2025
Q3 		$14.2M Sell
551,135
-8,742
-2% -$216K 2.45% 8
2025
Q2 		$13.3M Buy
559,877
+20,631
+4% +$454K 2.37% 9
2025
Q1 		$11.6M Buy
539,246
+14,376
+3% +$327K 2.34% 9
2024
Q4 		$11.9M Sell
524,870
-1,642
-0.3% -$37.5K 2.44% 7
2024
Q3 		$11.7M Buy
526,512
+6,210
+1% +$133K 2.24% 8
2024
Q2 		$10.9M Sell
520,302
-19,926
-4% -$404K 2.28% 7
2024
Q1 		$11M Sell
540,228
-72
-0% -$1.39K 2.54% 8
2023
Q4 		$10M Buy
540,300
+9,501
+2% +$164K 2.41% 8
2023
Q3 		$8.82M Buy
530,799
+50,721
+11% +$878K 2.44% 8
2023
Q2 		$8.27M Buy
480,078
+10,533
+2% +$172K 2.35% 9
2023
Q1 		$7.49M Buy
469,545
+72,777
+18% +$1.14M 2.41% 9
2022
Q4 		$5.93M Sell
396,768
-85,317
-18% -$1.28M 2.15% 15
2022
Q3 		$6.75M Buy
482,085
+5,241
+1% +$81.5K 2.7% 8
2022
Q2 		$7.02M Buy
476,844
+19,542
+4% +$314K 2.81% 8
2022
Q1 		$8.14M Buy
457,302
+12,546
+3% +$220K 2.65% 9
2021
Q4 		$8.38M Sell
444,756
-38,190
-8% -$703K 2.6% 9
2021
Q3 		$8.36M Sell
482,946
-128,568
-21% -$2.29M 2.96% 9
2021
Q2 		$10.6M Sell
611,514
-24,234
-4% -$410K 3.93% 4
2021
Q1 		$10.2M Buy
635,748
+1,452
+0.2% +$22.9K 4% 4
2020
Q4 		$9.54M Buy
634,296
+6,180
+1% +$88K 4.6% 4
2020
Q3 		$8.34M Buy
628,116
+46,470
+8% +$611K 3.98% 5
2020
Q2 		$7.12M Buy
581,646
+24,210
+4% +$279K 3.63% 9
2020
Q1 		$5.61M Buy
557,436
+26,916
+5% +$326K 4.23% 9
2019
Q4 		$6.8M Buy
530,520
+14,070
+3% +$173K 4.17% 8
2019
Q3 		$6.11M Buy
516,450
+10,446
+2% +$123K 4.03% 7
2019
Q2 		$5.95M Sell
506,004
-23,580
-4% -$272K 4.07% 7
2019
Q1 		$6.01M Buy
+529,584
New +$5.78M 4.39% 8

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Opes Wealth Management's SCHB Position: Q1 2026 in Review

Opes Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q1 2026, selling an estimated $431K and leaving 539,117 shares worth $13.5M. The position accounts for 2.22% of the portfolio, ranked #11.

Opes Wealth Management first reported a position in SCHB in Q1 2019 and has held it in 29 quarters since. The position peaked at $14.6M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Opes Wealth Management held 539,117 shares of Schwab US Broad Market ETF worth $13.5M as of Q1 2026.
  • Opes Wealth Management sold 16,432 Schwab US Broad Market ETF shares in Q1 2026, an estimated $431K.
  • Schwab US Broad Market ETF made up 2.22% of Opes Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Opes Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's Schwab US Broad Market ETF position peaked at $14.6M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.