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Disclosery

Opus Financial Solutions LLC: SCHD position timeline

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

Opus Financial Solutions LLC held 48,910 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,910 shares
    Change vs previous 13F -7,076 shares

    1.25% of the 13F portfolio, value $1,550,925.

    13F-HR 0001934041-26-000005 filed by Opus Financial Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 55,986 shares
    Change vs previous 13F -4,193 shares

    1.62% of the 13F portfolio, value $1,717,635.

    13F-HR 0001934041-26-000004 filed by Opus Financial Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 60,179 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,650,719.

    13F-HR 0001934041-26-000003 filed by Opus Financial Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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