SCHWAB CHARLES FAMILY FD

Ticker: SCTXX CUSIP: 808515530 Class: AMT TAX FREE MN

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 3,624,088 Value ($000) $3,624 Avg Close — Range —
Q2 2024
Shares 1,335,596 Value ($000) $1,336 Avg Close — Range —
Q1 2024
Shares 2,724,463 Value ($000) $2,724 Avg Close — Range —
Q4 2023
Shares 2,982,972 Value ($000) $2,983 Avg Close — Range —
Q3 2023
Shares 4,495,923 Value ($000) $4,496 Avg Close — Range —
Q2 2023
Shares 140,015 Value ($000) $140 Avg Close — Range —
Q1 2023
Shares 190,015 Value ($000) $190 Avg Close — Range —
Q4 2022
Shares 190,015 Value ($000) $190 Avg Close — Range —
Q3 2022
Shares 190,015 Value ($000) $190 Avg Close — Range —
Q1 2022
Shares 1,410,030 Value ($000) $1,410 Avg Close — Range —