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Opes Wealth Management LLC: SCHD position timeline

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

Opes Wealth Management LLC held 88,671 SCHD 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 88,671 shares
    Change vs previous 13F -137 shares

    0.46% of the 13F portfolio, value $2,720,416.

    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 88,808 shares
    Change vs previous 13F +883 shares

    0.41% of the 13F portfolio, value $2,435,993.

    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 87,925 shares
    Change vs previous 13F +2,101 shares

    0.42% of the 13F portfolio, value $2,400,353.

    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 85,824 shares
    Change vs previous 13F -735 shares

    0.4% of the 13F portfolio, value $2,274,338.

    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 86,559 shares
    Change vs previous 13F +3,562 shares

    0.49% of the 13F portfolio, value $2,420,183.

    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 82,997 shares
    Change vs previous 13F +62,191 shares

    0.46% of the 13F portfolio, value $2,267,478.

    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 20,806 shares
    Change vs previous 13F -412 shares

    0.34% of the 13F portfolio, value $1,758,731.

    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 21,218 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,649,912.

    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).