Optimum Investment Advisors Schwab Strategic U.S. Mid Cap Transaction History

Optimum Investment Advisors

  • $244 Million
  • Q3 2025

A detailed history of Optimum Investment Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Optimum Investment Advisors holds 10,706 shares of SCHM stock, worth $312,186. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,706
Previous 10,484 2.12%
Holding current value
$312,186
Previous $294,000 7.82%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 20, 2025
BUY
$28.15 - $30.13 $6,249 - $6,688
222 Added 2.12%
10,706 $317,000
Q2 2025

Jul 31, 2025
SELL
$22.92 - $28.05 $527 - $645
-23 Reduced 0.22%
10,484 $294,000
Q1 2025

Apr 30, 2025
BUY
$25.58 - $29.24 $3,862 - $4,415
151 Added 1.46%
10,507 $275,000
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $190,989 - $575,882
6,935 Added 202.72%
10,356 $286,000
Q3 2024

Oct 16, 2024
BUY
$75.47 - $83.18 $1,358 - $1,497
18 Added 0.53%
3,421 $284,000
Q2 2024

Jul 12, 2024
BUY
$75.69 - $81.19 $3,330 - $3,572
44 Added 1.31%
3,403 $264,000
Q1 2024

Apr 11, 2024
BUY
$72.89 - $81.43 $218 - $244
3 Added 0.09%
3,359 $273,000
Q4 2023

Jan 08, 2024
BUY
$63.01 - $75.95 $8,506 - $10,253
135 Added 4.19%
3,356 $252,000
Q3 2023

Oct 13, 2023
BUY
$66.75 - $73.98 $2,536 - $2,811
38 Added 1.19%
3,221 $217,000
Q2 2023

Aug 03, 2023
BUY
$65.29 - $71.03 $6,137 - $6,676
94 Added 3.04%
3,183 $226,000
Q1 2023

May 03, 2023
BUY
$64.24 - $73.9 $1,798 - $2,069
28 Added 0.91%
3,089 $209,000
Q4 2022

Jan 05, 2023
BUY
$61.05 - $69.94 $2,991 - $3,427
49 Added 1.63%
3,061 $0
Q3 2022

Oct 24, 2022
BUY
$60.5 - $72.51 $2,843 - $3,407
47 Added 1.59%
3,012 $182,000
Q2 2022

Jul 12, 2022
BUY
$60.91 - $76.4 $3,532 - $4,431
58 Added 2.0%
2,965 $186,000
Q1 2022

Apr 08, 2022
BUY
$70.66 - $80.89 $4,027 - $4,610
57 Added 2.0%
2,907 $221,000
Q4 2021

Mar 17, 2022
BUY
$76.01 - $83.39 $3,344 - $3,669
44 Added 1.57%
2,850 $229,000
Q3 2021

Oct 22, 2021
BUY
$74.65 - $80.95 $33,219 - $36,022
445 Added 18.85%
2,806 $215,000
Q2 2021

Aug 02, 2021
BUY
$74.64 - $79.12 $2,687 - $2,848
36 Added 1.55%
2,361 $185,000
Q1 2021

Apr 15, 2021
SELL
$67.07 - $76.85 $5,768 - $6,609
-86 Reduced 3.57%
2,325 $173,000
Q4 2020

Jan 21, 2021
SELL
$55.93 - $68.45 $2,740 - $3,354
-49 Reduced 1.99%
2,411 $164,000
Q3 2020

Oct 06, 2020
BUY
$51.99 - $58.83 $87,707 - $99,246
1,687 Added 218.24%
2,460 $136,000
Q2 2020

Jul 16, 2020
SELL
$39.01 - $57.03 $64,093 - $93,700
-1,643 Reduced 68.0%
773 $41,000
Q1 2020

Apr 21, 2020
BUY
$35.83 - $62.24 $3,547 - $6,161
99 Added 4.27%
2,416 $102,000
Q4 2019

Jan 22, 2020
BUY
$54.56 - $60.24 $7,256 - $8,011
133 Added 6.09%
2,317 $139,000
Q3 2019

Oct 17, 2019
BUY
$56.23 - $57.59 $6,129 - $6,277
109 Added 5.25%
2,184 $124,000
Q2 2019

Jul 29, 2019
BUY
N/A
21 Added 1.02%
2,075 $118,000
Q1 2019

May 03, 2019
BUY
N/A
654 Added 46.71%
2,054 $114,000
Q4 2018

Feb 04, 2019
BUY
N/A
193 Added 15.99%
1,400 $67,000
Q3 2018

Oct 05, 2018
BUY
N/A
1,207 New
1,207 $70,000

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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