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

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

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 $14,639. This represents 0.01% of its overall portfolio holdings.

Number of Shares
567
Previous 567 -0.0%
Holding current value
$14,639
Previous $13.5 Million 7.89%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$19.1 - $23.83 $10,810 - $13,487
566 Added 56600.0%
567 $13.5 Million
Q1 2025

May 09, 2025
SELL
$21.23 - $23.75 $12,016 - $13,442
-566 Reduced 99.82%
1 $12.9 Million
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
1,387
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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