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

Curio Wealth, LLC

$186 Billion
Q4 2024

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 36,534 shares of SCHX stock, worth $883,757. This represents 0.46% of its overall portfolio holdings.

Number of Shares

36,534

Holding current value

$883,757

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $818,361 - $2.49 Million	36,534 New	36,534 $847 Million

Others Institutions Holding SCHX

# of Institutions

1,448

Shares Held

940M

Call Options Held

34.3K

Put Options Held

1.2K

Us Bancorp \De\

206M
Shares

$4.99 Billion
6.33% of portfolio
Sei Investments CO Oaks, PA

35.2M
Shares

$851 Million
1.08% of portfolio
Hbk Sorce Advisory LLC Erie, PA

32.1M
Shares

$777 Million
29.48% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$675 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

26.2M
Shares

$635 Million
8.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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