Curio Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Curio Wealth, LLC holds 3,240 shares of SCHD stock, worth $89,910. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,240

Holding current value

$89,910

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $87,253 - $275,238	3,240 New	3,240 $88.5 Million

Others Institutions Holding SCHD

# of Institutions

1,903

Shares Held

674M

Call Options Held

3.35M

Put Options Held

1.22M

Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.01 Billion
0.42% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$744 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$722 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$602 Million
0.22% of portfolio
Envestnet Asset Management Inc

19.6M
Shares

$545 Million
0.18% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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