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Optimum Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Optimum Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.5K Hold
486
– – 0.01% 489
2025
Q2 		$11.6K Hold
486
– – 0.01% 496
2025
Q1 		$10.5K Hold
486
– – ﹤0.01% 509
2024
Q4 		$11K Hold
486
– – ﹤0.01% 496
2024
Q3 		$10.8K Buy
+486
New +$10.4K ﹤0.01% 522
2024
Q2 		– Sell
-15,192
Closed -$309K – 656
2024
Q1 		$309K Hold
15,192
– – 0.14% 152
2023
Q4 		$282K Hold
15,192
– – 0.14% 153
2023
Q3 		$252K Hold
15,192
– – 0.13% 160
2023
Q2 		$262K Hold
15,192
– – 0.13% 155
2023
Q1 		$242K Hold
15,192
– – 0.13% 157
2022
Q4 		$227K Hold
15,192
– – 0.12% 171
2022
Q3 		$213K Hold
15,192
– – 0.11% 178
2022
Q2 		$224K Hold
15,192
– – 0.11% 176
2022
Q1 		$270K Hold
15,192
– – 0.11% 170
2021
Q4 		$286K Hold
15,192
– – 0.11% 179
2021
Q3 		$263K Hold
15,192
– – 0.11% 181
2021
Q2 		$264K Hold
15,192
– – 0.08% 218
2021
Q1 		$245K Hold
15,192
– – 0.07% 229
2020
Q4 		$230K Hold
15,192
– – 0.07% 227
2020
Q3 		$202K Hold
15,192
– – 0.07% 235
2020
Q2 		$186K Hold
15,192
– – 0.06% 247
2020
Q1 		$153K Hold
15,192
– – 0.06% 251
2019
Q4 		$195K Sell
15,192
-5,088
-25% -$62.4K 0.06% 281
2019
Q3 		$240K Sell
20,280
-6,912
-25% -$81.7K 0.08% 240
2019
Q2 		$320K Hold
27,192
– – 0.1% 205
2019
Q1 		$308K Hold
27,192
– – 0.1% 210
2018
Q4 		$272K Hold
27,192
– – 0.09% 206
2018
Q3 		$319K Hold
27,192
– – 0.09% 222
2018
Q2 		$299K Hold
27,192
– – 0.09% 230
2018
Q1 		$289K Hold
27,192
– – 0.08% 231
2017
Q4 		$292K Hold
27,192
– – 0.09% 239
2017
Q3 		$276K Buy
+27,192
New +$270K 0.09% 242

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Optimum Investment Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2025 at 486 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #489.

Optimum Investment Advisors first reported a position in SCHB in Q3 2017 and has held it in 32 quarters since. The position peaked at $320K in Q2 2019. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Optimum Investment Advisors held 486 shares of Schwab US Broad Market ETF worth $12.5K as of Q3 2025.
  • Optimum Investment Advisors left its Schwab US Broad Market ETF share count unchanged in Q3 2025.
  • Schwab US Broad Market ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #489 holding.
  • Optimum Investment Advisors first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 32 quarters since.
  • Optimum Investment Advisors's Schwab US Broad Market ETF position peaked at $320K in Q2 2019.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

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