Opus Capital Group, LLC / SCHF
Opus Capital Group, LLC’s Schwab Strategic Tr Position
Does Opus Capital Group, LLC own Schwab Strategic Tr (SCHF)? Yes — 748.3K shares worth $19M (+1.99% of its 13F portfolio) as of Q1 2026, down from 760.4K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
748.3K
% of Portfolio
+1.99%
Quarters Held
30
currently held
Position History SCHF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 748.3K | $19M | +1.99% |
| Q4 2025 | 760.4K | $18M | +1.98% |
| Q3 2025 | 810.2K | $19M | +2.12% |
| Q2 2025 | 2.51M | $55M | +6.64% |
| Q1 2025 | 2.58M | $51M | +6.57% |
| Q4 2024 | 2.57M | $47M | +6.03% |
| Q3 2024 | 1.22M | $50M | +6.29% |
| Q2 2024 | 1.11M | $43M | +6.08% |
| Q1 2024 | 1.09M | $43M | +6.21% |
| Q4 2023 | 1.08M | $40M | +6.51% |
| Q3 2023 | 1.09M | $37M | +6.58% |
| Q2 2023 | 1.09M | $39M | +6.70% |
| Q1 2023 | 1.08M | $38M | +6.88% |
| Q4 2022 | 1.07M | $35M | +6.70% |
| Q3 2022 | 1.04M | $29M | +6.33% |
| Q2 2022 | 987.1K | $31M | +6.30% |
| Q1 2022 | 1.06M | $39M | +7.62% |
| Q4 2021 | 953.3K | $37M | +7.66% |
| Q3 2021 | 881.7K | $34M | +7.73% |
| Q2 2021 | 845.2K | $33M | +7.57% |
| Q1 2021 | 807.8K | $30M | +7.30% |
| Q4 2020 | 773.7K | $28M | +7.08% |
| Q3 2020 | 728.4K | $23M | +6.68% |
| Q2 2020 | 719.7K | $21M | +6.55% |
| Q1 2020 | 697.8K | $18M | +6.38% |
| Q4 2019 | 729.2K | $25M | +7.21% |
| Q3 2019 | 687.8K | $22M | +6.75% |
| Q2 2019 | 673.2K | $22M | +6.47% |
| Q1 2019 | 676.4K | $21M | +5.65% |
| Q4 2018 | 666.8K | $19M | +3.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Opus Capital Group, LLC’s full portfolio or all institutional holders of SCHF.