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Opus Capital Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Opus Capital 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 		$4.33M Sell
149,617
-14,897
-9% -$417K 0.42% 36
2026
Q1 		$4.13M Sell
164,514
-267
-0.2% -$7.01K 0.44% 35
2025
Q4 		$4.32M Buy
164,781
+10
+0% +$260 0.47% 35
2025
Q3 		$4.24M Buy
164,771
+1,569
+1% +$38.8K 0.48% 37
2025
Q2 		$3.89M Sell
163,202
-21,890
-12% -$482K 0.47% 36
2025
Q1 		$3.98M Sell
185,092
-11,078
-6% -$252K 0.51% 33
2024
Q4 		$4.45M Sell
196,170
-1,173
-0.6% -$26.8K 0.57% 31
2024
Q3 		$4.38M Sell
197,343
-3,219
-2% -$68.7K 0.55% 32
2024
Q2 		$4.2M Buy
200,562
+3,291
+2% +$66.7K 0.6% 31
2024
Q1 		$4.01M Buy
197,271
+15,267
+8% +$295K 0.59% 31
2023
Q4 		$3.38M Sell
182,004
-13,710
-7% -$237K 0.55% 29
2023
Q3 		$3.25M Buy
195,714
+2,055
+1% +$35.6K 0.58% 29
2023
Q2 		$3.34M Buy
+193,659
New +$3.16M 0.58% 28
2023
Q1 		– Sell
-210,711
Closed -$3.15M – 124
2022
Q4 		$3.15M Buy
+210,711
New +$3.17M 0.61% 29
2022
Q1 		– Sell
-164,802
Closed -$3.1M – 112
2021
Q4 		$3.1M Sell
164,802
-600
-0.4% -$11K 0.64% 24
2021
Q3 		$2.86M Buy
165,402
+114
+0.1% +$2.03K 0.65% 24
2021
Q2 		$2.87M Buy
165,288
+1,302
+0.8% +$22K 0.65% 24
2021
Q1 		$2.64M Sell
163,986
-1,644
-1% -$25.9K 0.63% 24
2020
Q4 		$2.51M Buy
165,630
+33,102
+25% +$471K 0.64% 23
2020
Q3 		$1.76M Buy
132,528
+3,042
+2% +$40K 0.51% 25
2020
Q2 		$1.59M Sell
129,486
-30,912
-19% -$356K 0.49% 27
2020
Q1 		$1.61M Buy
160,398
+3,924
+3% +$47.5K 0.57% 23
2019
Q4 		$2M Buy
156,474
+1,056
+0.7% +$13K 0.59% 21
2019
Q3 		$1.84M Buy
155,418
+9,666
+7% +$114K 0.57% 22
2019
Q2 		$1.71M Buy
145,752
+111,972
+331% +$1.29M 0.51% 22
2019
Q1 		$383K Buy
+33,780
New +$369K 0.1% 156

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
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 $104B AUM 28.3% 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

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

Opus Capital Group reduced its Schwab US Broad Market ETF (SCHB) stake by 9.1% in Q2 2026, selling an estimated $417K and leaving 149,617 shares worth $4.33M. The position accounts for 0.42% of the portfolio, ranked #36.

Opus Capital Group first reported a position in SCHB in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.45M in Q4 2024. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Opus Capital Group held 149,617 shares of Schwab US Broad Market ETF worth $4.33M as of Q2 2026.
  • Opus Capital Group sold 14,897 Schwab US Broad Market ETF shares in Q2 2026, an estimated $417K.
  • Schwab US Broad Market ETF made up 0.42% of Opus Capital Group's portfolio in Q2 2026, its #36 holding.
  • Opus Capital Group first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 26 quarters since.
  • Opus Capital Group's Schwab US Broad Market ETF position peaked at $4.45M in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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