Continuum Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History

Continuum Advisory, LLC

  • $778 Million
  • Q3 2024

A detailed history of Continuum Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Continuum Advisory, LLC holds 35 shares of SCHZ stock, worth $801. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 18 94.44%
Holding current value
$801
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 15, 2024
BUY
$45.2 - $47.87 $768 - $813
17 Added 94.44%
35 $1,000
Q2 2024

Jul 19, 2024
SELL
$44.66 - $45.99 $669 - $689
-15 Reduced 45.45%
18 $0
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $1,499 - $1,540
33 New
33 $1,000
Q3 2020

May 17, 2021
SELL
$56.07 - $56.92 $243,343 - $247,032
-4,340 Closed
0 $0
Q2 2020

May 18, 2021
SELL
$54.35 - $56.24 $452,898 - $468,647
-8,333 Reduced 65.75%
4,340 $243,000
Q1 2020

May 18, 2021
SELL
$50.33 - $56.09 $20,232 - $22,548
-402 Reduced 3.07%
12,673 $689,000
Q4 2019

May 17, 2021
SELL
$53.21 - $54.14 $1,170 - $1,191
-22 Reduced 0.17%
13,075 $699,000
Q3 2019

May 18, 2021
BUY
$53.15 - $53.86 $12,490 - $12,657
235 Added 1.83%
13,097 $705,000
Q2 2019

May 18, 2021
BUY
N/A
3,693 Added 40.28%
12,862 $680,000
Q1 2019

May 18, 2021
BUY
N/A
3,615 Added 65.09%
9,169 $473,000
Q4 2018

May 18, 2021
BUY
N/A
42 Added 0.76%
5,554 $281,000
Q3 2018

May 18, 2021
BUY
N/A
5,512 New
5,512 $276,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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