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 $292,933. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,996

Holding current value

$292,933

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $278,528 - $562,555	10,996 New	10,996 $284 Million

Others Institutions Holding SCHA

# of Institutions

1,188

Shares Held

205M

Call Options Held

55.6K

Put Options Held

7.8K

Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$675 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$590 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$366 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$280 Million
2.07% of portfolio
Advisory Alpha, LLC

4.23M
Shares

$113 Million
3.94% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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