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Opus Financial Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Opus Financial Solutions’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470K Sell
12,752
-168
-1% -$5.78K 0.38% 56
2026
Q1 		$400K Hold
12,920
– – 0.38% 57
2025
Q4 		$389K Buy
+12,920
New +$385K 0.37% 65

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Opus Financial Solutions's SCHM Position: Q2 2026 in Review

Opus Financial Solutions reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, selling an estimated $5.78K and leaving 12,752 shares worth $470K. The position accounts for 0.38% of the portfolio, ranked #56.

Opus Financial Solutions first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Opus Financial Solutions held 12,752 shares of Schwab US Mid-Cap ETF worth $470K as of Q2 2026.
  • Opus Financial Solutions sold 168 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.78K.
  • Schwab US Mid-Cap ETF made up 0.38% of Opus Financial Solutions's portfolio in Q2 2026, its #56 holding.
  • Opus Financial Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.