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Optimum Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Optimum Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$259K Buy
9,273
+169
+2% +$4.52K 0.1% 170
2025
Q2 		$230K Buy
9,104
+1,536
+20% +$36.3K 0.1% 168
2025
Q1 		$177K Buy
7,568
+119
+2% +$3.03K 0.08% 180
2024
Q4 		$193K Sell
7,449
-15
-0.2% -$399 0.09% 179
2024
Q3 		$192K Buy
7,464
+114
+2% +$2.83K 0.08% 193
2024
Q2 		$174K Buy
7,350
+110
+2% +$2.61K 0.08% 198
2024
Q1 		$178K Sell
7,240
-10
-0.1% -$234 0.08% 199
2023
Q4 		$171K Buy
7,250
+334
+5% +$7.04K 0.09% 199
2023
Q3 		$143K Buy
6,916
+138
+2% +$3.03K 0.07% 214
2023
Q2 		$148K Buy
6,778
+360
+6% +$7.5K 0.07% 223
2023
Q1 		$135K Buy
6,418
+54
+0.8% +$1.16K 0.07% 226
2022
Q4 		$129K Buy
6,364
+112
+2% +$2.29K 0.07% 230
2022
Q3 		$118K Buy
6,252
+12
+0.2% +$251 0.06% 247
2022
Q2 		$122K Buy
6,240
+178
+3% +$3.81K 0.06% 254
2022
Q1 		$144K Buy
6,062
+246
+4% +$5.81K 0.06% 264
2021
Q4 		$149K Buy
5,816
+28
+0.5% +$724 0.06% 280
2021
Q3 		$145K Buy
5,788
+1,348
+30% +$34.2K 0.06% 276
2021
Q2 		$116K Buy
4,440
+168
+4% +$4.29K 0.04% 351
2021
Q1 		$106K Sell
4,272
-376
-8% -$9.25K 0.03% 358
2020
Q4 		$103K Sell
4,648
-188
-4% -$3.74K 0.03% 345
2020
Q3 		$83K Buy
4,836
+3,584
+286% +$61.7K 0.03% 360
2020
Q2 		$20K Sell
1,252
-4,540
-78% -$68K 0.01% 603
2020
Q1 		$75K Buy
5,792
+200
+4% +$3.4K 0.03% 348
2019
Q4 		$106K Buy
5,592
+300
+6% +$5.43K 0.03% 385
2019
Q3 		$92K Buy
5,292
+232
+5% +$4.1K 0.03% 387
2019
Q2 		$90K Buy
5,060
+184
+4% +$3.25K 0.03% 394
2019
Q1 		$85K Buy
4,876
+1,092
+29% +$18.7K 0.03% 405
2018
Q4 		$57K Buy
3,784
+412
+12% +$6.96K 0.02% 449
2018
Q3 		$64K Buy
+3,372
New +$64.3K 0.02% 487

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Optimum Investment Advisors's SCHA Position: Q3 2025 in Review

Optimum Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.9% in Q3 2025, buying an estimated $4.52K and bringing the position to 9,273 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #170.

Optimum Investment Advisors first reported a position in SCHA in Q3 2018 and has held it in 29 quarters since. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Optimum Investment Advisors held 9,273 shares of Schwab U.S Small- Cap ETF worth $259K as of Q3 2025.
  • Optimum Investment Advisors bought 169 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $4.52K.
  • Schwab U.S Small- Cap ETF made up 0.1% of Optimum Investment Advisors's portfolio in Q3 2025, its #170 holding.
  • Optimum Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 29 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.