Optimum Investment Advisors Schwab Strategic Tr Us Small C Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

A detailed history of Optimum Investment Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Optimum Investment Advisors holds 9,273 shares of SCHA stock, worth $254,358. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,273

Previous 9,104 1.86%

Holding current value

$254,358

Previous $230,000 12.17%

% of portfolio

0.11%

Previous 0.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$25.29 - $28.33 $4,274 - $4,787	169 Added 1.86%	9,273 $258,000
Q2 2025 Jul 31, 2025	BUY	$20.42 - $25.3 $31,365 - $38,860	1,536 Added 20.3%	9,104 $230,000
Q1 2025 Apr 30, 2025	BUY	$23.16 - $27.04 $2,756 - $3,217	119 Added 1.6%	7,568 $177,000
Q4 2024 Feb 11, 2025	BUY	$25.33 - $51.16 $94,151 - $190,161	3,717 Added 99.6%	7,449 $192,000
Q3 2024 Oct 16, 2024	BUY	$46.9 - $51.96 $2,673 - $2,961	57 Added 1.55%	3,732 $192,000

Q2 2024 Jul 12, 2024	BUY	$45.24 - $49.04 $2,488 - $2,697	55 Added 1.52%	3,675 $174,000
Q1 2024 Apr 11, 2024	SELL	$44.84 - $49.24 $224 - $246	-5 Reduced 0.14%	3,620 $178,000
Q4 2023 Jan 08, 2024	BUY	$38.13 - $48.02 $6,367 - $8,019	167 Added 4.83%	3,625 $171,000
Q3 2023 Oct 13, 2023	BUY	$40.85 - $46.1 $2,818 - $3,180	69 Added 2.04%	3,458 $143,000
Q2 2023 Aug 03, 2023	BUY	$39.91 - $43.82 $7,183 - $7,887	180 Added 5.61%	3,389 $148,000
Q1 2023 May 03, 2023	BUY	$39.82 - $46.36 $1,075 - $1,251	27 Added 0.85%	3,209 $134,000
Q4 2022 Jan 05, 2023	BUY	$38.25 - $43.54 $2,142 - $2,438	56 Added 1.79%	3,182 $0
Q3 2022 Oct 24, 2022	BUY	$37.65 - $45.9 $225 - $275	6 Added 0.19%	3,126 $118,000
Q2 2022 Jul 12, 2022	BUY	$37.88 - $48.01 $3,371 - $4,272	89 Added 2.94%	3,120 $122,000
Q1 2022 Apr 08, 2022	BUY	$44.42 - $51.73 $70,050 - $81,578	1,577 Added 108.46%	3,031 $144,000
Q4 2021 Mar 17, 2022	BUY	$48.64 - $55.07 $340 - $385	7 Added 0.48%	1,454 $149,000
Q3 2021 Oct 22, 2021	BUY	$48.3 - $52.49 $16,277 - $17,689	337 Added 30.36%	1,447 $145,000
Q2 2021 Aug 02, 2021	BUY	$48.39 - $52.91 $2,032 - $2,222	42 Added 3.93%	1,110 $116,000
Q1 2021 Apr 15, 2021	SELL	$43.89 - $52.63 $4,125 - $4,947	-94 Reduced 8.09%	1,068 $106,000
Q4 2020 Jan 21, 2021	SELL	$34.66 - $45.17 $1,629 - $2,122	-47 Reduced 3.89%	1,162 $103,000
Q3 2020 Oct 06, 2020	BUY	$32.09 - $36.38 $28,752 - $32,596	896 Added 286.26%	1,209 $83,000
Q2 2020 Jul 16, 2020	SELL	$23.59 - $35.22 $26,774 - $39,974	-1,135 Reduced 78.38%	313 $20,000
Q1 2020 Apr 21, 2020	BUY	$22.29 - $38.7 $1,114 - $1,935	50 Added 3.58%	1,448 $75,000
Q4 2019 Jan 22, 2020	BUY	$33.63 - $38.03 $2,522 - $2,852	75 Added 5.67%	1,398 $106,000
Q3 2019 Oct 17, 2019	BUY	$34.78 - $36.12 $2,017 - $2,094	58 Added 4.58%	1,323 $92,000
Q2 2019 Jul 29, 2019	BUY	N/A	46 Added 3.77%	1,265 $90,000
Q1 2019 May 03, 2019	BUY	N/A	273 Added 28.86%	1,219 $85,000
Q4 2018 Feb 04, 2019	BUY	N/A	103 Added 12.22%	946 $57,000
Q3 2018 Oct 05, 2018	BUY	N/A	843 New	843 $64,000

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Optimum Investment Advisors Schwab Strategic Tr Us Small C Transaction History