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Opulen Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Opulen Financial Group’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
Q2 		$527K Buy
18,203
+4,431
+32% +$124K 0.33% 66
2026
Q1 		$346K Buy
+13,772
New +$361K 0.24% 77

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Opulen Financial Group's SCHB Position: Q2 2026 in Review

Opulen Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 32% in Q2 2026, buying an estimated $124K and bringing the position to 18,203 shares worth $527K. The position accounts for 0.33% of the portfolio, ranked #66.

Opulen Financial Group first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Opulen Financial Group held 18,203 shares of Schwab US Broad Market ETF worth $527K as of Q2 2026.
  • Opulen Financial Group bought 4,431 Schwab US Broad Market ETF shares in Q2 2026, an estimated $124K.
  • Schwab US Broad Market ETF made up 0.33% of Opulen Financial Group's portfolio in Q2 2026, its #66 holding.
  • Opulen Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.