A detailed history of Continuum Advisory, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Continuum Advisory, LLC holds 58 shares of SCHR stock, worth $1,416. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 69 15.94%
Holding current value
$1,416
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

SELL
$48.4 - $50.91 $532 - $560
-11 Reduced 15.94%
58 $2,000
Q2 2024

Jul 19, 2024

BUY
$47.85 - $49.0 $1,914 - $1,960
40 Added 137.93%
69 $3,000
Q1 2024

May 10, 2024

BUY
$48.64 - $49.88 $1,410 - $1,446
29 New
29 $1,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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.