Opes Wealth Management LLC's ownership history for SCHD

Opes Wealth Management LLC currently holds 88.8K shares with a market value of $2.4M. It started holding SCHD on 2024-09-30. At its peak, it held 88.8K shares on 2025-12-31. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 20.8K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Opes Wealth Management LLC has increased its shares by 3.0K. In the recent year, Opes Wealth Management LLC has increased its shares by 5.8K.