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

Continuum Wealth Advisors, LLC

$167 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.67 Billion
2.18% of portfolio
Wealthfront Advisers LLC

56.4M
Shares

$1.45 Billion
3.52% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$433 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

13.2M
Shares

$339 Million
21.31% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$315 Million
3.25% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.