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

Continuum Wealth Advisors, LLC

$192 Million
Q3 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 8,552 shares of SCHA stock, worth $234,581. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,552

Previous 8,552 -0.0%

Holding current value

$234,581

Previous $216,000 10.19%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$20.42 - $25.3 $2,940 - $3,643	-144 Reduced 1.66%	8,552 $216,000
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

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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