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Schwab Strategic Tr shares owned by Opus Financial Solutions

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

Historical chart of Opus Financial Solutions investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Opus Financial Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 129k 31.66

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)
Apple (AAPL)
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

Cresset Asset Management
Hamel Associates
Summit Asset Management
Advisor Group Holdings
Jane Street
LPL Financial
HighTower Advisors
Bank of America Corporation
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management
LongView Wealth Management

View all funds holding Schwab Strategic Tr