Curio Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

A detailed history of Curio Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Curio Wealth, LLC holds 25 shares of SCHG stock, worth $823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$823

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$28.92 - $32.19 $723 - $804	25 New	25 $798,000

Others Institutions Holding SCHG

# of Institutions

1,676

Shares Held

845M

Call Options Held

606K

Put Options Held

163K

Envestnet Asset Management Inc

61.9M
Shares

$2.04 Billion
0.61% of portfolio
Sei Investments CO Oaks, PA

44.5M
Shares

$1.46 Billion
1.58% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.39 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.26 Billion
2.23% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

34.5M
Shares

$1.14 Billion
0.18% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
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