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Opes Wealth Management LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on SCHB, newest first. How the timeline and the estimate are built.

Opes Wealth Management LLC held 539,117 SCHB shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 539,117 shares
    Change vs previous 13F -16,432 shares

    2.31% of the 13F portfolio, value $13,531,841.

    13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 555,549 shares
    Change vs previous 13F +4,414 shares

    2.47% of the 13F portfolio, value $14,572,055.

    13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 551,135 shares
    Change vs previous 13F -8,742 shares

    2.49% of the 13F portfolio, value $14,169,680.

    13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 559,877 shares
    Change vs previous 13F +20,631 shares

    2.37% of the 13F portfolio, value $13,341,879.

    13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 539,246 shares
    Change vs previous 13F +14,376 shares

    2.34% of the 13F portfolio, value $11,609,960.

    13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 524,870 shares
    Change vs previous 13F +349,366 shares

    2.44% of the 13F portfolio, value $11,914,543.

    13F-HR 0001085146-25-000651 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 175,504 shares
    Change vs previous 13F +2,070 shares

    2.24% of the 13F portfolio, value $11,674,508.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 173,434 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $10,903,793.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).