Optima Capital LLC Schwab Strategic Tr Us Broad M Transaction History

Optima Capital LLC

  • $231 Billion
  • Q4 2025

A detailed history of Optima Capital LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Optima Capital LLC holds 101,151 shares of SCHB stock, worth $2.61 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
101,151
Previous 99,343 1.82%
Holding current value
$2.61 Million
Previous $2.55 Billion 3.88%
% of portfolio
1.15%
Previous 1.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$25.2 - $26.46 $45,561 - $47,839
1,808 Added 1.82%
101,151 $2.65 Billion
Q3 2025

Oct 27, 2025
BUY
$23.82 - $25.84 $129,842 - $140,853
5,451 Added 5.81%
99,343 $2.55 Billion
Q2 2025

Jul 14, 2025
BUY
$19.1 - $23.83 $74,528 - $92,984
3,902 Added 4.34%
93,892 $2.24 Billion
Q1 2025

Jun 12, 2025
SELL
$21.23 - $23.75 $351,462 - $393,181
-16,555 Reduced 15.54%
89,990 $1.94 Billion
Q4 2024

Jun 12, 2025
BUY
$22.01 - $66.82 $2.35 Million - $7.12 Million
106,545 New
106,545 $2.42 Billion

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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