Continuum Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 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 23,828 shares of SCHM stock, worth $623,578. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,828
Previous 7,964
199.2%
Holding current value
$623,578
Previous $661,000
0.15%
% of portfolio
0.42%
Previous 0.42%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio