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

10,996

Holding current value

$254,667

% 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

1,251

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.07 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$587 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$319 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$244 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$146 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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