Optimum Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Optimum Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$38K	Buy	1,392 +5	+0.4%	+$136	0.02%	382
2025 Q2	$36.7K	Buy	1,387 +6	+0.4%	+$157	0.02%	381
2025 Q1	$38.6K	Buy	1,381 +505	+58%	+$14.1K	0.02%	371
2024 Q4	$23.9K	Buy	876 +6	+0.7%	+$171	0.01%	411
2024 Q3	$24.6K	Buy	870 +9	+1%	+$245	0.01%	428
2024 Q2	$22.3K	Hold	861	–	–	0.01%	437
2024 Q1	$23.1K	Buy	861 +6	+0.7%	+$155	0.01%	443
2023 Q4	$21.7K	Buy	855 +3	+0.4%	+$71	0.01%	437
2023 Q3	$20.1K	Buy	852 +6	+0.7%	+$147	0.01%	468
2023 Q2	$20.5K	Buy	846 +6	+0.7%	+$143	0.01%	472
2023 Q1	$20.5K	Buy	840 +3	+0.4%	+$75	0.01%	474
2022 Q4	$21.1K	Buy	837 +6	+0.7%	+$148	0.01%	481
2022 Q3	$18K	Sell	831 -294	-26%	-$7.14K	0.01%	514
2022 Q2	$27K	Buy	1,125 +3	+0.3%	+$76	0.01%	476
2022 Q1	$29K	Buy	1,122 +303	+37%	+$7.93K	0.01%	526
2021 Q4	$22K	Buy	819 +6	+0.7%	+$156	0.01%	588
2021 Q3	$20K	Buy	813 +3	+0.4%	+$76	0.01%	595
2021 Q2	$20K	Buy	810 +3	+0.4%	+$76	0.01%	660
2021 Q1	$20K	Buy	807 +3	+0.4%	+$68	0.01%	673
2020 Q4	$17K	Buy	804 +6	+0.8%	+$122	0.01%	655
2020 Q3	$15K	Buy	798 +6	+0.8%	+$110	0.01%	645
2020 Q2	$14K	Buy	792 +3	+0.4%	+$51	﹤0.01%	654
2020 Q1	$12K	Buy	789 +6	+0.8%	+$108	﹤0.01%	658
2019 Q4	$15K	Buy	783 +6	+0.8%	+$112	﹤0.01%	717
2019 Q3	$14K	Buy	777 +6	+0.8%	+$107	﹤0.01%	736
2019 Q2	$14K	Hold	771	–	–	﹤0.01%	732
2019 Q1	$13K	Buy	771 +3	+0.4%	+$50	﹤0.01%	766
2018 Q4	$12K	Buy	768 +6	+0.8%	+$100	﹤0.01%	730
2018 Q3	$13K	Buy	762 +3	+0.4%	+$52	﹤0.01%	812
2018 Q2	$12K	Hold	759	–	–	﹤0.01%	822
2018 Q1	$12K	Buy	+759	New	+$12.9K	﹤0.01%	800
2015 Q1	$8K	Sell	609 -1,500	-71%	-$19.9K	﹤0.01%	827
2014 Q4	$28K	Buy	2,109 +3	+0.1%	+$39	0.01%	639
2014 Q3	$27K	Buy	2,106 +3	+0.1%	+$39	0.01%	591
2014 Q2	$27K	Hold	2,103	–	–	0.01%	611
2014 Q1	$26K	Buy	2,103 +3	+0.1%	+$36	0.01%	473
2013 Q4	$26K	Hold	2,100	–	–	0.01%	476
2013 Q3	$24K	Buy	+2,100	New	+$23.7K	0.01%	463

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Optimum Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q3 2025, buying an estimated $136 and bringing the position to 1,392 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #382.

Optimum Investment Advisors first reported a position in SCHD in Q3 2013 and has held it in 38 quarters since. The position peaked at $38.6K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Optimum Investment Advisors held 1,392 shares of Schwab US Dividend Equity ETF worth $38K as of Q3 2025.
Optimum Investment Advisors bought 5 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $136.
Schwab US Dividend Equity ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #382 holding.
Optimum Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2013 and has held it in 38 quarters since.
Optimum Investment Advisors's Schwab US Dividend Equity ETF position peaked at $38.6K in Q1 2025.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

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