Opus Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.22M | Hold |
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|
2024
Q1 | $2.15M | Hold |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.82M | Hold |
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|
2023
Q2 | $1.89M | Hold |
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|
2023
Q1 | $1.75M | Hold |
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|
2022
Q4 | $1.64M | Hold |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $550K | Hold |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $579K | Hold |
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|
2021
Q3 | $532K | Hold |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $495K | Buy |
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