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Schwab Strategic Tr us dividend eq shares owned by Opus Financial Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Opus Financial Solutions from 13F filings

Historical chart of Opus Financial Solutions investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Opus Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Opus Financial Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 56k 30.68

More positions owned by Opus Financial Solutions

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Internl Divid (SCHY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Consum Stp Etf (VDC)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
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Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Real Estate Etf (VNQ)
Harbor Etf Trust Harbor Commodity (HGER)

View all positions for Opus Financial Solutions

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq