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Continuum Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Continuum Advisory’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,412
Closed -$181K – 1351
2025
Q1 		$181K Sell
8,412
-51,204
-86% -$1.16M 0.02% 410
2024
Q4 		$1.35M Sell
59,616
-117,615
-66% -$2.69M 0.17% 119
2024
Q3 		$1.36M Buy
177,231
+118,407
+201% +$2.53M 0.17% 125
2024
Q2 		$1.23M Buy
58,824
+1,788
+3% +$36.2K 0.18% 127
2024
Q1 		$1.15M Buy
57,036
+30,591
+116% +$592K 0.17% 133
2023
Q4 		$491K Buy
+26,445
New +$457K 0.07% 286

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Continuum Advisory's SCHB Position: Q2 2025 in Review

Continuum Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 8,412 shares — an estimated $181K sold.

Continuum Advisory first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $1.36M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Continuum Advisory reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 8,412 Schwab US Broad Market ETF shares in Q2 2025, an estimated $181K.
  • Continuum Advisory first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
  • Continuum Advisory's Schwab US Broad Market ETF position peaked at $1.36M in Q3 2024.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.