Continuum Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
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 21,411 shares of SCHM stock, worth $525,211. This represents 0.36% of its overall portfolio holdings.
Number of Shares
21,411
Previous 23,828
10.14%
Holding current value
$525,211
Previous $660,000
15.15%
% of portfolio
0.36%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio