Curio Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
A detailed history of Curio Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Curio Wealth, LLC holds 10,996 shares of SCHA stock, worth $254,667. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,996Holding current value
$254,667% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.07 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$587 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$319 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$244 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$146 Million0.05% of portfolio