Schwab Strategic Tr us aggregate b shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $231k | 4.9k | 47.52 |
| 2024-06-30 | $220k | 4.8k | 45.58 |
| 2024-03-31 | $217k | 4.7k | 46.00 |
| 2023-12-31 | $210k | 4.5k | 46.62 |
| 2023-09-30 | $193k | 4.4k | 44.23 |
| 2023-06-30 | $192k | 4.2k | 46.16 |
| 2023-03-31 | $193k | 4.1k | 46.91 |
| 2022-12-31 | $183k | 4.0k | 45.65 |
| 2022-09-30 | $178k | 3.9k | 45.32 |
| 2022-06-30 | $179k | 3.7k | 48.00 |
| 2022-03-31 | $189k | 3.7k | 50.52 |
| 2021-12-31 | $203k | 3.8k | 53.82 |
| 2021-09-30 | $194k | 3.6k | 54.31 |
| 2021-06-30 | $163k | 3.0k | 54.73 |
| 2021-03-31 | $154k | 2.9k | 53.79 |
| 2020-12-31 | $149k | 2.7k | 56.06 |
| 2020-09-30 | $142k | 2.5k | 56.24 |
| 2020-06-30 | $62k | 1.1k | 56.62 |
| 2020-03-31 | $77k | 1.4k | 54.00 |
| 2019-12-31 | $74k | 1.4k | 53.47 |
| 2019-09-30 | $72k | 1.3k | 54.22 |
| 2019-06-30 | $68k | 1.3k | 53.04 |
| 2019-03-31 | $65k | 1.3k | 51.96 |
| 2018-12-31 | $52k | 1.0k | 50.78 |
| 2018-09-30 | $47k | 936 | 50.21 |
More positions owned by Optimum Investment Advisors
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Top funds holding Schwab Strategic Tr us aggregate b
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