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Opes Wealth Management LLC: SCHZ position timeline

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

Opes Wealth Management LLC held 10,816 SCHZ 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 10,816 shares
    Change vs previous 13F +169 shares

    0.04% of the 13F portfolio, value $251,139.

    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 10,647 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $248,812.

    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 10,577 shares
    Change vs previous 13F +223 shares

    0.04% of the 13F portfolio, value $248,233.

    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 10,354 shares
    Change vs previous 13F -3,240 shares

    0.04% of the 13F portfolio, value $240,618.

    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 13,594 shares
    Change vs previous 13F +302 shares

    0.06% of the 13F portfolio, value $314,843.

    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 13,292 shares
    Change vs previous 13F +4,948 shares

    0.06% of the 13F portfolio, value $301,734.

    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 8,344 shares
    Change vs previous 13F +2,153 shares

    0.08% of the 13F portfolio, value $396,489.

    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 6,191 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $282,185.

    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).