Curio Wealth, LLC Schwab Strategic Tr Intl Small Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Curio Wealth, LLC holds 288 shares of SCHC stock, worth $10,578. This represents 0.01% of its overall portfolio holdings.

Number of Shares

288

Holding current value

$10,578

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$33.93 - $38.37 $9,771 - $11,050	288 New	288 $9.89 Million

Others Institutions Holding SCHC

# of Institutions

455

Shares Held

46.8M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.98M
Shares

$183 Million
0.12% of portfolio
Savant Capital, LLC

2.85M
Shares

$105 Million
0.8% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$61.6 Million
0.21% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.66M
Shares

$61.1 Million
2.46% of portfolio
Envestnet Asset Management Inc

1.55M
Shares

$57.1 Million
0.02% of portfolio

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account