Schwab U S Broad Market ETF shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Continuum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 30k | 25.71 |
| 2025-06-30 | $610k | 26k | 23.83 |
| 2025-03-31 | $718k | 33k | 21.53 |
| 2024-12-31 | $724k | 32k | 22.70 |
| 2024-09-30 | $671k | 10k | 66.52 |