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

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

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 11,056 shares of SCHA stock, worth $303,266. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,056
Previous 10,996 0.55%
Holding current value
$303,266
Previous $278 Million 10.88%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$25.29 - $28.33 $1,517 - $1,699
60 Added 0.55%
11,056 $308 Million
Q2 2025

Jul 31, 2025
BUY
$20.42 - $25.3 $224,477 - $278,122
10,993 Added 366433.34%
10,996 $278 Million
Q1 2025

May 09, 2025
SELL
$23.16 - $27.04 $254,597 - $297,250
-10,993 Reduced 99.97%
3 $284 Million
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
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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