Optimum Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28K | Buy |
879
+1
| +0.1% | +$30 | 0.01% | 407 |
|
|
2025
Q2 | $25.6K | Buy |
878
+1
| +0.1% | +$26 | 0.01% | 413 |
|
|
2025
Q1 | $22K | Buy |
877
+1
| +0.1% | +$27 | 0.01% | 430 |
|
|
2024
Q4 | $24.4K | Hold |
876
| – | – | 0.01% | 409 |
|
|
2024
Q3 | $22.8K | Hold |
876
| – | – | 0.01% | 435 |
|
|
2024
Q2 | $22K | Hold |
876
| – | – | 0.01% | 439 |
|
|
2024
Q1 | $20.3K | Buy |
876
+4
| +0.5% | +$88 | 0.01% | 454 |
|
|
2023
Q4 | $18.1K | Hold |
872
| – | – | 0.01% | 455 |
|
|
2023
Q3 | $15.8K | Hold |
872
| – | – | 0.01% | 499 |
|
|
2023
Q2 | $16.3K | Buy |
872
+4
| +0.5% | +$69 | 0.01% | 500 |
|
|
2023
Q1 | $14.2K | Hold |
868
| – | – | 0.01% | 523 |
|
|
2022
Q4 | $12.1K | Hold |
868
| – | – | 0.01% | 553 |
|
|
2022
Q3 | $12K | Hold |
868
| – | – | 0.01% | 566 |
|
|
2022
Q2 | $13K | Buy |
868
+4
| +0.5% | +$64 | 0.01% | 575 |
|
|
2022
Q1 | $16K | Hold |
864
| – | – | 0.01% | 592 |
|
|
2021
Q4 | $18K | Hold |
864
| – | – | 0.01% | 609 |
|
|
2021
Q3 | $16K | Hold |
864
| – | – | 0.01% | 622 |
|
|
2021
Q2 | $16K | Hold |
864
| – | – | 0.01% | 700 |
|
|
2021
Q1 | $14K | Hold |
864
| – | – | ﹤0.01% | 728 |
|
|
2020
Q4 | $14K | Buy |
864
+8
| +0.9% | +$121 | ﹤0.01% | 681 |
|
|
2020
Q3 | $12K | Hold |
856
| – | – | ﹤0.01% | 677 |
|
|
2020
Q2 | $11K | Hold |
856
| – | – | ﹤0.01% | 687 |
|
|
2020
Q1 | $9K | Hold |
856
| – | – | ﹤0.01% | 699 |
|
|
2019
Q4 | $10K | Buy |
856
+8
| +0.9% | +$88 | ﹤0.01% | 774 |
|
|
2019
Q3 | $9K | Hold |
848
| – | – | ﹤0.01% | 821 |
|
|
2019
Q2 | $9K | Hold |
848
| – | – | ﹤0.01% | 800 |
|
|
2019
Q1 | $8K | Hold |
848
| – | – | ﹤0.01% | 846 |
|
|
2018
Q4 | $7K | Buy |
848
+8
| +1% | +$75 | ﹤0.01% | 813 |
|
|
2018
Q3 | $9K | Hold |
840
| – | – | ﹤0.01% | 860 |
|
|
2018
Q2 | $8K | Hold |
840
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $8K | Buy |
+840
| New | +$7.74K | ﹤0.01% | 848 |
|
|
2015
Q1 | $5K | Hold |
808
| – | – | ﹤0.01% | 890 |
|
|
2014
Q4 | $5K | Hold |
808
| – | – | ﹤0.01% | 919 |
|
|
2014
Q3 | $5K | Hold |
808
| – | – | ﹤0.01% | 840 |
|
|
2014
Q2 | $5K | Buy |
808
+8
| +1% | +$47 | ﹤0.01% | 839 |
|
|
2014
Q1 | $5K | Buy |
+800
| New | +$4.55K | ﹤0.01% | 666 |
|
Other funds holding SCHG
MG
VIA
Optimum Investment Advisors's SCHG Position: Q3 2025 in Review
Optimum Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q3 2025, buying an estimated $30 and bringing the position to 879 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #407.
Optimum Investment Advisors first reported a position in SCHG in Q1 2014 and has held it in 36 quarters since. 1,507 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.
- Optimum Investment Advisors held 879 shares of Schwab US Large-Cap Growth ETF worth $28K as of Q3 2025.
- Optimum Investment Advisors bought 1 Schwab US Large-Cap Growth ETF share in Q3 2025, an estimated $30.
- Schwab US Large-Cap Growth ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #407 holding.
- Optimum Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2014 and has held it in 36 quarters since.
- 1,507 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.