Opes Wealth Management LLC's ownership history for SCHB

Opes Wealth Management LLC currently holds 551.1K shares with a market value of $14.2M. It started holding SCHB on 2024-09-30. At its peak, it held 559.9K shares on 2025-06-30. Its highest holding value was $14.2M on 2025-09-30. At its lowest, it held 175.5K shares on 2024-09-30, with a value of $11.6M on 2025-03-31. In the recent 180 days, Opes Wealth Management LLC has increased its shares by 11.9K. In the recent year, Opes Wealth Management LLC has increased its shares by 375.6K.