Charles Schwab Corporation shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105k | 1.1k | 95.48 |
| 2025-06-30 | $101k | 1.1k | 91.23 |
| 2025-03-31 | $96k | 1.2k | 78.26 |
| 2024-12-31 | $91k | 1.2k | 74.03 |
| 2024-09-30 | $80k | 1.2k | 64.82 |
| 2024-06-30 | $113k | 1.5k | 73.68 |
| 2024-03-31 | $110k | 1.5k | 72.32 |
| 2023-12-31 | $105k | 1.5k | 68.81 |
| 2023-09-30 | $84k | 1.5k | 54.90 |
| 2023-06-30 | $87k | 1.5k | 56.67 |
| 2023-03-31 | $64k | 1.2k | 52.39 |
| 2022-12-31 | $102k | 1.2k | 83.26 |
| 2022-09-30 | $127k | 1.8k | 71.91 |
| 2022-06-30 | $112k | 1.8k | 63.42 |
| 2022-03-31 | $149k | 1.8k | 84.42 |
| 2021-12-31 | $148k | 1.8k | 83.85 |
| 2021-09-30 | $129k | 1.8k | 73.09 |
| 2021-06-30 | $129k | 1.8k | 73.09 |
| 2021-03-31 | $115k | 1.8k | 65.16 |
| 2020-12-31 | $94k | 1.8k | 53.26 |
| 2020-09-30 | $44k | 1.2k | 35.98 |
| 2020-06-30 | $41k | 1.2k | 33.52 |
| 2020-03-31 | $41k | 1.2k | 33.55 |
| 2019-12-31 | $58k | 1.2k | 47.46 |
| 2019-09-30 | $51k | 1.2k | 41.73 |
| 2019-06-30 | $49k | 1.2k | 40.10 |
| 2019-03-31 | $52k | 1.2k | 42.59 |
| 2018-12-31 | $51k | 1.2k | 41.77 |
| 2018-09-30 | $60k | 1.2k | 49.14 |
| 2018-06-30 | $62k | 1.2k | 50.78 |
| 2018-03-31 | $64k | 1.2k | 52.42 |
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