Continuum Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Continuum Wealth Advisors, LLC

  • $189 Million
  • Q2 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 8,267 shares of SCHM stock, worth $686,657. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,267
Previous 8,502 2.76%
Holding current value
$686,657
Previous $692,000 7.08%
% of portfolio
0.34%
Previous 0.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$75.69 - $81.19 $17,787 - $19,079
-235 Reduced 2.76%
8,267 $643,000
Q1 2024

May 20, 2024
SELL
$72.89 - $81.43 $7,361 - $8,224
-101 Reduced 1.17%
8,502 $692,000
Q4 2023

Jan 31, 2024
SELL
$63.01 - $75.95 $11,215 - $13,519
-178 Reduced 2.03%
8,603 $647,000
Q3 2023

Oct 25, 2023
SELL
$66.75 - $73.98 $667 - $739
-10 Reduced 0.11%
8,781 $594,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $1.55 Million - $1.78 Million
-24,063 Reduced 73.24%
8,791 $596,000
Q4 2022

Mar 01, 2023
BUY
$61.05 - $69.94 $2.01 Million - $2.3 Million
32,854 New
32,854 $2.16 Billion

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email