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Opes Wealth Management LLC: SCHV position timeline

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

Opes Wealth Management LLC held 345,416 SCHV 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 345,416 shares
    Change vs previous 13F -1,867 shares

    1.8% of the 13F portfolio, value $10,535,190.

    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 347,283 shares
    Change vs previous 13F +2,069 shares

    1.75% of the 13F portfolio, value $10,283,051.

    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 345,214 shares
    Change vs previous 13F +1,279 shares

    1.77% of the 13F portfolio, value $10,049,181.

    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 343,935 shares
    Change vs previous 13F +15,084 shares

    1.69% of the 13F portfolio, value $9,516,683.

    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 328,851 shares
    Change vs previous 13F +16,203 shares

    1.76% of the 13F portfolio, value $8,740,861.

    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 312,648 shares
    Change vs previous 13F +210,072 shares

    1.67% of the 13F portfolio, value $8,150,735.

    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 102,576 shares
    Change vs previous 13F -904 shares

    1.59% of the 13F portfolio, value $8,244,037.

    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 103,480 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $7,665,802.

    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).