Continuum Advisory, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Continuum Advisory, LLC

$680 Million
Q2 2024

A detailed history of Continuum Advisory, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Continuum Advisory, LLC holds 82 shares of SCHI stock, worth $1,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,850

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$43.11 - $44.42 $3,535 - $3,642	82 New	82 $3,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

136M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.7 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$89.2 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$83.2 Million
0.06% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

594K
Shares

$13.4 Million
0.01% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

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.

Account