Curio Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Curio Wealth, LLC holds 567 shares of SCHB stock, worth $13,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares

567

Holding current value

$13,262

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $12,479 - $37,886	567 New	567 $12.9 Million

Others Institutions Holding SCHB

# of Institutions

1,249

Shares Held

385M

Call Options Held

191K

Put Options Held

20.7K

Brooklyn Fi, LLC New York, NY

23.2M
Shares

$542 Million
2.87% of portfolio
Rebalance, LLC Palo Alto, CA

11.5M
Shares

$268 Million
19.46% of portfolio
Evensky & Katz LLC

9.33M
Shares

$218 Million
13.85% of portfolio
Hengehold Capital Management LLC

8.94M
Shares

$209 Million
19.23% of portfolio
Strid Group, LLC

8.53M
Shares

$200 Million
30.52% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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