Optimum Investment Advisors Schwab Strategic Tr Us Small C Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

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 3,732 shares of SCHA stock, worth $102,592. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,732
Previous 3,675 1.55%
Holding current value
$102,592
Previous $174,000 10.34%
% of portfolio
0.08%
Previous 0.08%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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