Optima Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Optima Capital LLC

  • $231 Billion
  • Q4 2025

A detailed history of Optima Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Optima Capital LLC holds 7,104 shares of SCHM stock, worth $207,152. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,104
Previous 7,104 -0.0%
Holding current value
$207,152
Previous $211 Million 1.45%
% of portfolio
0.09%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$28.15 - $30.13 $199,977 - $214,043
7,104 New
7,104 $211 Million

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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