Schwab U S Small Cap ETF shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 9.3k | 27.90 |
| 2025-06-30 | $230k | 9.1k | 25.30 |
| 2025-03-31 | $177k | 7.6k | 23.43 |
| 2024-12-31 | $193k | 7.4k | 25.86 |
| 2024-09-30 | $192k | 3.7k | 51.49 |
| 2024-06-30 | $174k | 3.7k | 47.44 |
| 2024-03-31 | $178k | 3.6k | 49.24 |
| 2023-12-31 | $171k | 3.6k | 47.24 |
| 2023-09-30 | $143k | 3.5k | 41.42 |
| 2023-06-30 | $148k | 3.4k | 43.80 |
| 2023-03-31 | $135k | 3.2k | 41.93 |
| 2022-12-31 | $129k | 3.2k | 40.51 |
| 2022-09-30 | $118k | 3.1k | 37.75 |
| 2022-06-30 | $122k | 3.1k | 39.10 |
| 2022-03-31 | $144k | 3.0k | 47.51 |
| 2021-12-31 | $149k | 1.5k | 102.48 |
| 2021-09-30 | $145k | 1.4k | 100.21 |
| 2021-06-30 | $116k | 1.1k | 104.50 |
| 2021-03-31 | $106k | 1.1k | 99.25 |
| 2020-12-31 | $103k | 1.2k | 88.64 |
| 2020-09-30 | $83k | 1.2k | 68.65 |
| 2020-06-30 | $20k | 313 | 63.90 |
| 2020-03-31 | $75k | 1.4k | 51.80 |
| 2019-12-31 | $106k | 1.4k | 75.82 |
| 2019-09-30 | $92k | 1.3k | 69.54 |
| 2019-06-30 | $90k | 1.3k | 71.15 |
| 2019-03-31 | $85k | 1.2k | 69.73 |
| 2018-12-31 | $57k | 946 | 60.25 |
| 2018-09-30 | $64k | 843 | 75.92 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors