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Opus Capital Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Opus Capital Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.57M Buy
181,849
+27
+0% +$892 0.64% 29
2026
Q1 		$5.29M Buy
181,822
+242
+0.1% +$7.25K 0.57% 32
2025
Q4 		$5.17M Buy
181,580
+565
+0.3% +$16K 0.56% 32
2025
Q3 		$5.05M Buy
181,015
+714
+0.4% +$19.1K 0.57% 32
2025
Q2 		$4.56M Buy
180,301
+127,951
+244% +$3.02M 0.55% 33
2025
Q1 		$1.23M Buy
52,350
+28
+0.1% +$714 0.16% 45
2024
Q4 		$1.35M Sell
52,322
-304
-0.6% -$8.09K 0.17% 43
2024
Q3 		$1.35M Buy
52,626
+66
+0.1% +$1.64K 0.17% 44
2024
Q2 		$1.25M Buy
52,560
+894
+2% +$21.2K 0.18% 44
2024
Q1 		$1.27M Sell
51,666
-70
-0.1% -$1.64K 0.19% 44
2023
Q4 		$1.22M Buy
51,736
+10,452
+25% +$220K 0.2% 41
2023
Q3 		$855K Buy
41,284
+932
+2% +$20.5K 0.15% 48
2023
Q2 		$884K Sell
40,352
-770
-2% -$16K 0.15% 52
2023
Q1 		$862K Sell
41,122
-204
-0.5% -$4.38K 0.16% 51
2022
Q4 		$837K Buy
41,326
+92
+0.2% +$1.89K 0.16% 47
2022
Q3 		$779K Sell
41,234
-928
-2% -$19.4K 0.17% 43
2022
Q2 		$822K Sell
42,162
-1,950
-4% -$41.7K 0.17% 44
2022
Q1 		$1.04M Buy
44,112
+2,704
+7% +$63.8K 0.2% 45
2021
Q4 		$1.06M Sell
41,408
-172
-0.4% -$4.45K 0.22% 39
2021
Q3 		$1.04M Hold
41,580
– – 0.24% 36
2021
Q2 		$1.08M Sell
41,580
-12
-0% -$307 0.25% 40
2021
Q1 		$1.04M Buy
41,592
+792
+2% +$19.5K 0.25% 38
2020
Q4 		$908K Buy
40,800
+1,392
+4% +$27.7K 0.23% 47
2020
Q3 		$673K Buy
39,408
+1,332
+3% +$22.9K 0.2% 55
2020
Q2 		$622K Buy
38,076
+304
+0.8% +$4.55K 0.19% 64
2020
Q1 		$487K Buy
+37,772
New +$642K 0.17% 64

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Opus Capital Group's SCHA Position: Q2 2026 in Review

Opus Capital Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, buying an estimated $892 and bringing the position to 181,849 shares worth $6.57M. The position accounts for 0.64% of the portfolio, ranked #29.

Opus Capital Group first reported a position in SCHA in Q1 2020 and has held it in 26 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Opus Capital Group held 181,849 shares of Schwab U.S Small- Cap ETF worth $6.57M as of Q2 2026.
  • Opus Capital Group bought 27 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $892.
  • Schwab U.S Small- Cap ETF made up 0.64% of Opus Capital Group's portfolio in Q2 2026, its #29 holding.
  • Opus Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.