Schwab U S Broad Market ETF shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 486 | 25.71 |
| 2025-06-30 | $12k | 486 | 23.83 |
| 2025-03-31 | $11k | 486 | 21.53 |
| 2024-12-31 | $11k | 486 | 22.70 |
| 2024-09-30 | $11k | 162 | 66.52 |
| 2024-03-31 | $309k | 5.1k | 61.05 |
| 2023-12-31 | $282k | 5.1k | 55.67 |
| 2023-09-30 | $252k | 5.1k | 49.85 |
| 2023-06-30 | $262k | 5.1k | 51.70 |
| 2023-03-31 | $242k | 5.1k | 47.85 |
| 2022-12-31 | $227k | 5.1k | 44.81 |
| 2022-09-30 | $213k | 5.1k | 42.06 |
| 2022-06-30 | $224k | 5.1k | 44.23 |
| 2022-03-31 | $270k | 5.1k | 53.32 |
| 2021-12-31 | $286k | 2.5k | 112.95 |
| 2021-09-30 | $264k | 2.5k | 104.27 |
| 2021-06-30 | $264k | 2.5k | 104.27 |
| 2021-03-31 | $245k | 2.5k | 96.76 |
| 2020-12-31 | $230k | 2.5k | 90.84 |
| 2020-09-30 | $202k | 2.5k | 79.78 |
| 2020-06-30 | $186k | 2.5k | 73.46 |
| 2020-03-31 | $153k | 2.5k | 60.43 |
| 2019-12-31 | $195k | 2.5k | 77.01 |
| 2019-09-30 | $240k | 3.4k | 71.01 |
| 2019-06-30 | $320k | 4.5k | 70.61 |
| 2019-03-31 | $308k | 4.5k | 67.96 |
| 2018-12-31 | $272k | 4.5k | 60.02 |
| 2018-09-30 | $319k | 4.5k | 70.39 |
| 2018-06-30 | $299k | 4.5k | 65.98 |
| 2018-03-31 | $289k | 4.5k | 63.77 |
| 2017-12-31 | $292k | 4.5k | 64.43 |
| 2017-09-30 | $276k | 4.5k | 60.90 |
More positions owned by Optimum Investment Advisors
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