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

Continuum Wealth Advisors, LLC

  • $157 Million
  • Q4 2024

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 31,873 shares of SCHB stock, worth $738,816. This represents 0.46% of its overall portfolio holdings.

Number of Shares
31,873
Previous 10,081 216.17%
Holding current value
$738,816
Previous $670,000 7.91%
% of portfolio
0.46%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,261
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
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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