A detailed history of Continuum Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Continuum Advisory, LLC holds 19,608 shares of SCHB stock, worth $433,532. This represents 0.18% of its overall portfolio holdings.

Number of Shares
19,608
Previous 19,012 3.13%
Holding current value
$433,532
Previous $1.16 Million 6.21%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$57.57 - $63.3 $34,311 - $37,726
596 Added 3.13%
19,608 $1.23 Million
Q1 2024

May 10, 2024

BUY
$54.61 - $61.05 $556,858 - $622,526
10,197 Added 115.68%
19,012 $1.16 Million
Q4 2023

Feb 14, 2024

BUY
$47.61 - $55.91 $419,682 - $492,846
8,815 New
8,815 $490,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Continuum Advisory, LLC Portfolio

Follow Continuum Advisory, LLC 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 Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.