Continuum Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Continuum Wealth Advisors, LLC

  • $155 Million
  • Q1 2025

A detailed history of Continuum Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 8,696 shares of SCHA stock, worth $210,095. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,696
Previous 8,696 -0.0%
Holding current value
$210,095
Previous $224,000 9.38%
% of portfolio
0.13%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $110,134 - $222,443
4,348 Added 100.0%
8,696 $224,000
Q2 2024

Jul 23, 2024
SELL
$45.24 - $49.04 $7,509 - $8,140
-166 Reduced 3.68%
4,348 $206,000
Q1 2024

May 20, 2024
SELL
$44.84 - $49.24 $3,318 - $3,643
-74 Reduced 1.61%
4,514 $222,000
Q4 2023

Jan 31, 2024
BUY
$38.13 - $48.02 $174,940 - $220,315
4,588 New
4,588 $216,000
Q2 2023

Jul 27, 2023
BUY
$39.91 - $43.82 $183,107 - $201,046
4,588 New
4,588 $200,000
Q4 2022

Mar 01, 2023
BUY
$38.25 - $43.54 $542,155 - $617,135
14,174 New
14,174 $574 Million

Others Institutions Holding SCHA

# of Institutions
1,258
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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