Opus Capital Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Opus Capital Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$518K	Buy	20,209 +7,825	+63%	+$210K	0.06%	71
2025 Q4	$333K	Hold	12,384	–	–	0.04%	92
2025 Q3	$326K	Sell	12,384 -480	-4%	-$12.2K	0.04%	93
2025 Q2	$314K	Hold	12,864	–	–	0.04%	93
2025 Q1	$284K	Hold	12,864	–	–	0.04%	98
2024 Q4	$298K	Hold	12,864	–	–	0.04%	91
2024 Q3	$291K	Hold	12,864	–	–	0.04%	94
2024 Q2	$276K	Buy	12,864 +480	+4%	+$9.92K	0.04%	101
2024 Q1	$256K	Hold	12,384	–	–	0.04%	108
2023 Q4	$233K	Sell	12,384 -600	-5%	-$10.5K	0.04%	109
2023 Q3	$219K	Hold	12,984	–	–	0.04%	106
2023 Q2	$227K	Hold	12,984	–	–	0.04%	110
2023 Q1	$209K	Buy	+12,984	New	+$204K	0.04%	116
2022 Q2	–	Sell	-150,459	Closed	-$2.7M	–	116
2022 Q1	$2.7M	Buy	150,459 +399	+0.3%	+$7.06K	0.53%	31
2021 Q4	$2.85M	Sell	150,060 -15,540	-9%	-$287K	0.59%	26
2021 Q3	$2.87M	Sell	165,600 -27,834	-14%	-$496K	0.65%	23
2021 Q2	$3.35M	Sell	193,434 -18,594	-9%	-$314K	0.76%	21
2021 Q1	$3.39M	Sell	212,028 -16,038	-7%	-$251K	0.81%	20
2020 Q4	$3.46M	Sell	228,066 -23,100	-9%	-$331K	0.88%	18
2020 Q3	$3.38M	Sell	251,166 -5,904	-2%	-$78.4K	0.99%	19
2020 Q2	$3.17M	Buy	+257,070	New	+$3M	0.97%	19

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Opus Capital Group's SCHX Position: Q1 2026 in Review

Opus Capital Group increased its Schwab US Large- Cap ETF (SCHX) stake by 63% in Q1 2026, buying an estimated $210K and bringing the position to 20,209 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #71.

Opus Capital Group first reported a position in SCHX in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.46M in Q4 2020. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Opus Capital Group held 20,209 shares of Schwab US Large- Cap ETF worth $518K as of Q1 2026.
Opus Capital Group bought 7,825 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $210K.
Schwab US Large- Cap ETF made up 0.06% of Opus Capital Group's portfolio in Q1 2026, its #71 holding.
Opus Capital Group first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 21 quarters since.
Opus Capital Group's Schwab US Large- Cap ETF position peaked at $3.46M in Q4 2020.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.