Optimum Investment Advisors Schwab Strategic Tr Us Small C Transaction History

Optimum Investment Advisors

  • $220 Million
  • Q2 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 3,675 shares of SCHA stock, worth $187,645. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,675
Previous 3,620 1.52%
Holding current value
$187,645
Previous $178,000 2.25%
% of portfolio
0.08%
Previous 0.08%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $2,218 - $2,438
56 Added 1.79%
3,182 $0
Q3 2022

Oct 24, 2022
BUY
N/A
6 Added 0.19%
3,126 $118,000
Q2 2022

Jul 12, 2022
BUY
N/A
89 Added 2.94%
3,120 $122,000
Q1 2022

Apr 08, 2022
BUY
N/A
1,577 Added 108.46%
3,031 $144,000
Q4 2021

Mar 17, 2022
BUY
N/A
7 Added 0.48%
1,454 $149,000
Q3 2021

Oct 22, 2021
BUY
N/A
337 Added 30.36%
1,447 $145,000
Q2 2021

Aug 02, 2021
BUY
N/A
42 Added 3.93%
1,110 $116,000
Q1 2021

Apr 15, 2021
SELL
N/A
-94 Reduced 8.09%
1,068 $106,000
Q4 2020

Jan 21, 2021
SELL
N/A
-47 Reduced 3.89%
1,162 $103,000
Q3 2020

Oct 06, 2020
BUY
N/A
896 Added 286.26%
1,209 $83,000
Q2 2020

Jul 16, 2020
SELL
N/A
-1,135 Reduced 78.38%
313 $20,000
Q1 2020

Apr 21, 2020
BUY
N/A
50 Added 3.58%
1,448 $75,000
Q4 2019

Jan 22, 2020
BUY
N/A
75 Added 5.67%
1,398 $106,000
Q3 2019

Oct 17, 2019
BUY
N/A
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
1,112
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email