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Optimum Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Optimum Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$317K Buy
10,706
+222
+2% +$6.46K 0.13% 143
2025
Q2 		$294K Sell
10,484
-23
-0.2% -$607 0.13% 144
2025
Q1 		$275K Buy
10,507
+151
+1% +$4.21K 0.13% 142
2024
Q4 		$287K Buy
10,356
+93
+0.9% +$2.65K 0.13% 144
2024
Q3 		$284K Buy
10,263
+54
+0.5% +$1.44K 0.12% 159
2024
Q2 		$265K Buy
10,209
+132
+1% +$3.45K 0.12% 159
2024
Q1 		$274K Buy
10,077
+9
+0.1% +$230 0.13% 161
2023
Q4 		$253K Buy
10,068
+405
+4% +$9.28K 0.13% 161
2023
Q3 		$218K Buy
9,663
+114
+1% +$2.7K 0.11% 171
2023
Q2 		$226K Buy
9,549
+282
+3% +$6.36K 0.11% 173
2023
Q1 		$210K Buy
9,267
+84
+0.9% +$1.93K 0.11% 172
2022
Q4 		$201K Buy
9,183
+147
+2% +$3.22K 0.11% 184
2022
Q3 		$182K Buy
9,036
+141
+2% +$3.15K 0.1% 193
2022
Q2 		$186K Buy
8,895
+174
+2% +$4.01K 0.09% 193
2022
Q1 		$221K Buy
8,721
+171
+2% +$4.29K 0.09% 195
2021
Q4 		$229K Buy
8,550
+132
+2% +$3.52K 0.09% 200
2021
Q3 		$215K Buy
8,418
+1,335
+19% +$34.9K 0.09% 207
2021
Q2 		$185K Buy
7,083
+108
+2% +$2.79K 0.06% 271
2021
Q1 		$173K Sell
6,975
-258
-4% -$6.26K 0.05% 284
2020
Q4 		$164K Sell
7,233
-147
-2% -$3.07K 0.05% 274
2020
Q3 		$136K Buy
7,380
+5,061
+218% +$93.8K 0.05% 286
2020
Q2 		$41K Sell
2,319
-4,929
-68% -$80.3K 0.01% 476
2020
Q1 		$102K Buy
7,248
+297
+4% +$5.44K 0.04% 299
2019
Q4 		$139K Buy
6,951
+399
+6% +$7.72K 0.04% 334
2019
Q3 		$124K Buy
6,552
+327
+5% +$6.18K 0.04% 337
2019
Q2 		$118K Buy
6,225
+63
+1% +$1.18K 0.04% 346
2019
Q1 		$114K Buy
6,162
+1,962
+47% +$35.1K 0.04% 357
2018
Q4 		$67K Buy
4,200
+579
+16% +$10.1K 0.02% 415
2018
Q3 		$70K Buy
+3,621
New +$69K 0.02% 466

Other funds holding SCHM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

Optimum Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q3 2025, buying an estimated $6.46K and bringing the position to 10,706 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #143.

Optimum Investment Advisors first reported a position in SCHM in Q3 2018 and has held it in 29 quarters since. 943 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Optimum Investment Advisors held 10,706 shares of Schwab US Mid-Cap ETF worth $317K as of Q3 2025.
  • Optimum Investment Advisors bought 222 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $6.46K.
  • Schwab US Mid-Cap ETF made up 0.13% of Optimum Investment Advisors's portfolio in Q3 2025, its #143 holding.
  • Optimum Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 29 quarters since.
  • 943 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

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