OIA
SCHZ icon

Optimum Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Optimum Investment Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$288K Buy
12,273
+257
+2% +$5.97K 0.11% 157
2025
Q2 		$279K Buy
12,016
+2,015
+20% +$46.2K 0.12% 147
2025
Q1 		$232K Buy
10,001
+198
+2% +$4.54K 0.11% 157
2024
Q4 		$223K Buy
9,803
+83
+0.9% +$1.92K 0.1% 163
2024
Q3 		$231K Buy
9,720
+80
+0.8% +$1.87K 0.1% 175
2024
Q2 		$220K Buy
9,640
+208
+2% +$4.71K 0.1% 175
2024
Q1 		$217K Buy
9,432
+436
+5% +$10K 0.1% 184
2023
Q4 		$210K Buy
8,996
+266
+3% +$5.95K 0.11% 177
2023
Q3 		$193K Buy
8,730
+396
+5% +$8.97K 0.1% 183
2023
Q2 		$192K Buy
8,334
+102
+1% +$2.37K 0.09% 190
2023
Q1 		$193K Buy
8,232
+232
+3% +$5.4K 0.1% 183
2022
Q4 		$183K Buy
8,000
+144
+2% +$3.28K 0.1% 193
2022
Q3 		$178K Buy
7,856
+398
+5% +$9.48K 0.1% 195
2022
Q2 		$179K Sell
7,458
-24
-0.3% -$581 0.09% 197
2022
Q1 		$189K Sell
7,482
-62
-0.8% -$1.61K 0.08% 214
2021
Q4 		$203K Buy
7,544
+400
+6% +$10.8K 0.08% 218
2021
Q3 		$194K Buy
7,144
+1,188
+20% +$32.6K 0.08% 221
2021
Q2 		$163K Buy
5,956
+230
+4% +$6.24K 0.05% 298
2021
Q1 		$154K Buy
5,726
+410
+8% +$11.3K 0.05% 306
2020
Q4 		$149K Buy
5,316
+266
+5% +$7.44K 0.05% 297
2020
Q3 		$142K Buy
5,050
+2,860
+131% +$80.7K 0.05% 277
2020
Q2 		$62K Sell
2,190
-662
-23% -$18.4K 0.02% 402
2020
Q1 		$77K Buy
2,852
+84
+3% +$2.27K 0.03% 347
2019
Q4 		$74K Buy
2,768
+112
+4% +$3K 0.02% 446
2019
Q3 		$72K Buy
2,656
+92
+4% +$2.46K 0.02% 440
2019
Q2 		$68K Buy
2,564
+62
+2% +$1.61K 0.02% 446
2019
Q1 		$65K Buy
2,502
+454
+22% +$11.6K 0.02% 456
2018
Q4 		$52K Buy
2,048
+176
+9% +$4.39K 0.02% 468
2018
Q3 		$47K Buy
+1,872
New +$47.3K 0.01% 543

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Optimum Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q3 2025, buying an estimated $5.97K and bringing the position to 12,273 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #157.

Optimum Investment Advisors first reported a position in SCHZ in Q3 2018 and has held it in 29 quarters since. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Optimum Investment Advisors held 12,273 shares of Schwab US Aggregate Bond ETF worth $288K as of Q3 2025.
  • Optimum Investment Advisors bought 257 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $5.97K.
  • Schwab US Aggregate Bond ETF made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #157 holding.
  • Optimum Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

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