Optimum Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-990	Closed	-$21.6K	–	753
2023 Q1	$21.6K	Hold	990	–	–	0.01%	467
2022 Q4	$21.8K	Hold	990	–	–	0.01%	477
2022 Q3	$19K	Hold	990	–	–	0.01%	506
2022 Q2	$21K	Sell	990 -2,130	-68%	-$47.8K	0.01%	513
2022 Q1	$74K	Sell	3,120 -8,727	-74%	-$207K	0.03%	364
2021 Q4	$289K	Buy	11,847 +24	+0.2%	+$568	0.11%	177
2021 Q3	$266K	Sell	11,823 -429	-4%	-$9.92K	0.11%	180
2021 Q2	$279K	Buy	12,252 +1,446	+13%	+$32.8K	0.09%	207
2021 Q1	$235K	Sell	10,806 -2,067	-16%	-$43.1K	0.07%	235
2020 Q4	$255K	Buy	+12,873	New	+$241K	0.08%	218

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Optimum Investment Advisors's SCHV Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2023, closing a stake of 990 shares — an estimated $21.6K sold.

Optimum Investment Advisors first reported a position in SCHV in Q4 2020 and held it in 10 quarters. The position peaked at $289K in Q4 2021. 684 funds tracked by Wall St. Rank hold SCHV as of Q2 2023.

Optimum Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 990 Schwab US Large-Cap Value ETF shares in Q2 2023, an estimated $21.6K.
Optimum Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 10 quarters.
Optimum Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $289K in Q4 2021.
684 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.