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Opes Wealth Management LLC: SCHG position timeline

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

Opes Wealth Management LLC held 419,663 SCHG 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 419,663 shares
    Change vs previous 13F +16,151 shares

    2.09% of the 13F portfolio, value $12,224,776.

    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 403,512 shares
    Change vs previous 13F -7,085 shares

    2.24% of the 13F portfolio, value $13,162,550.

    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 410,597 shares
    Change vs previous 13F +1,779 shares

    2.31% of the 13F portfolio, value $13,102,143.

    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 408,818 shares
    Change vs previous 13F +20,743 shares

    2.12% of the 13F portfolio, value $11,941,574.

    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 388,075 shares
    Change vs previous 13F +27,361 shares

    1.96% of the 13F portfolio, value $9,717,398.

    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 360,714 shares
    Change vs previous 13F +271,031 shares

    2.06% of the 13F portfolio, value $10,053,099.

    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 89,683 shares
    Change vs previous 13F -767 shares

    1.8% of the 13F portfolio, value $9,343,175.

    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 90,450 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $9,120,978.

    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).