Schwab U S Broad Market ETF shares owned by Opus Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Opus Investment Management
from 13F filings
Historical chart of Opus Investment Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Opus Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 35k | 55.67 |
| 2023-09-30 | $1.8M | 37k | 49.85 |
| 2023-06-30 | $1.9M | 37k | 51.70 |
| 2023-03-31 | $1.7M | 37k | 47.85 |
| 2022-12-31 | $1.6M | 37k | 44.81 |
| 2022-09-30 | $1.5M | 37k | 41.98 |
| 2022-06-30 | $550k | 12k | 44.21 |
| 2022-03-31 | $664k | 12k | 53.38 |
| 2021-12-31 | $579k | 5.1k | 113.09 |
| 2021-09-30 | $532k | 5.1k | 103.91 |
| 2021-06-30 | $534k | 5.1k | 104.30 |
| 2021-03-31 | $495k | 5.1k | 96.68 |
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