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Opus Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Opus Investment Management’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
2024
Q3 		– Sell
-105,720
Closed -$2.22M – 34
2024
Q2 		$2.22M Hold
105,720
– – 1.43% 25
2024
Q1 		$2.15M Hold
105,720
– – 1.4% 24
2023
Q4 		$1.96M Sell
105,720
-3,840
-4% -$66.3K 1.13% 27
2023
Q3 		$1.82M Hold
109,560
– – 1.12% 26
2023
Q2 		$1.89M Hold
109,560
– – 0.68% 50
2023
Q1 		$1.75M Hold
109,560
– – 0.63% 53
2022
Q4 		$1.64M Hold
109,560
– – 0.58% 56
2022
Q3 		$1.53M Buy
109,560
+72,240
+194% +$1.12M 0.36% 77
2022
Q2 		$550K Hold
37,320
– – 0.12% 87
2022
Q1 		$664K Buy
37,320
+6,600
+21% +$116K 0.1% 92
2021
Q4 		$579K Hold
30,720
– – 0.08% 91
2021
Q3 		$532K Hold
30,720
– – 0.08% 91
2021
Q2 		$534K Hold
30,720
– – 0.08% 92
2021
Q1 		$495K Buy
+30,720
New +$484K 0.07% 97

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Opus Investment Management's SCHB Position: Q3 2024 in Review

Opus Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 105,720 shares — an estimated $2.22M sold.

Opus Investment Management first reported a position in SCHB in Q1 2021 and held it in 14 quarters. The position peaked at $2.22M in Q2 2024. 1,099 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Opus Investment Management reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Opus Investment Management sold 105,720 Schwab US Broad Market ETF shares in Q3 2024, an estimated $2.22M.
  • Opus Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 14 quarters.
  • Opus Investment Management's Schwab US Broad Market ETF position peaked at $2.22M in Q2 2024.
  • 1,099 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Opus Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.