Optima Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Optima Capital LLC

$206 Billion
Q3 2025

A detailed history of Optima Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Optima Capital LLC holds 7,104 shares of SCHM stock, worth $209,354. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,104

Holding current value

$209,354

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$28.15 - $30.13 $199,977 - $214,043	7,104 New	7,104 $211 Million

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

9.4K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.78 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$872 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$318 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$303 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$279 Million
3.22% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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