Continuum Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Continuum Wealth Advisors, LLC

  • $167 Million
  • Q2 2025

A detailed history of Continuum Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 25,591 shares of SCHB stock, worth $644,893. This represents 0.36% of its overall portfolio holdings.

Number of Shares
25,591
Previous 33,361 23.29%
Holding current value
$644,893
Previous $718,000 15.18%
% of portfolio
0.36%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$19.1 - $23.83 $148,407 - $185,159
-7,770 Reduced 23.29%
25,591 $609,000
Q1 2025

Apr 22, 2025
BUY
$21.23 - $23.75 $31,590 - $35,340
1,488 Added 4.67%
33,361 $718,000
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $479,641 - $1.46 Million
21,792 Added 216.17%
31,873 $723,000
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $604,154 - $670,588
10,081 New
10,081 $670,000

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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