Operose Advisors LLC SCHB — Schwab US Broad Market ETF

Ownership history in Operose Advisors LLC  ·  17 quarters on record

AI Ownership Summary

Operose Advisors LLC reported Schwab US Broad Market ETF (SCHB) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2024 Q4. The latest visible filing shows SCHB at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Operose Advisors LLC's position in Schwab US Broad Market ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHB was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHB stock page Operose Advisors LLC fund profile Operose Advisors LLC full holdings
How Operose Advisors LLC held SCHB — position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 87,261 +272 +0.3% 0.53% $2.3M 2026-02-14 (Est.) $26.26
2025 Q3 ADDED — — — 86,989 +148 +0.2% 0.56% $2.2M 2025-11-12 $26.15
2025 Q2 ADDED — — — 86,841 +1,388 +1.6% 0.58% $2.1M 2025-08-14 $24.64
2025 Q1 ADDED — — — 85,453 +261 +0.3% 0.61% $1.8M 2025-05-12 $22.23
2024 Q4 ADDED — — — 85,192 +56,021 +192.0% 0.66% $1.9M 2025-02-13 $23.30
2024 Q3 ADDED — — — 29,171 +185 +0.6% 0.63% $1.9M 2024-11-13 $22.78
2024 Q2 UNCHANGED — — — 28,986 — 0% 0.65% $1.8M 2024-08-08 $20.05
2024 Q1 ADDED — — — 28,986 +88 +0.3% 0.60% $1.8M 2024-05-13 $19.72
2023 Q4 ADDED — — — 28,898 +3,809 +15.2% 0.64% $1.6M 2024-02-12 $18.95
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHB

As of 2026 Q1 — sorted by position size

HT Partners LLC 3Y 7Y 46.99% Evergreen Advisors, LLC 3Y 7Y 37.02% Appalachian Capital Management Ltd 31.62% Strid Group, LLC 3Y 7Y 26.9% MYECFO, LLC 26.86% Morton Brown Family Wealth, LLC 3Y 26.65% TruNorth Capital Management, LLC 25.07% Hanson & Doremus Investment Management 3Y 7Y 20.33% Schaeffer Financial LLC 3Y 19.06% ROBINSON SMITH WEALTH ADVISORS LLC 18.35%

FAQ About Operose Advisors LLC and SCHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Operose Advisors LLC reported owning SCHB?

Operose Advisors LLC reported SCHB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHB position in Operose Advisors LLC's portfolio?

The largest reported portfolio weight for SCHB was 0.66% in 2024 Q4.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2025 Q4, when Operose Advisors LLC reported 87,261 shares, equal to 0.53% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SCHB ownership page compare?

The chart compares Operose Advisors LLC's quarterly SCHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Operose Advisors LLC time their SCHB position?

Based on 13F filing dates vs. subsequent SCHB price moves, Operose Advisors LLC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on SCHB relative to SPY over the holding period was -0.5%.

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