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 36,685 shares of SCHX stock, worth $973,619. This represents 0.4% of its overall portfolio holdings.

Number of Shares
36,685
Previous 36,534 0.41%
Holding current value
$973,619
Previous $893 Million 8.22%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Nov 12, 2025
BUY
$24.46 - $26.5 $3,693 - $4,001
151 Added 0.41%
36,685 $966 Million
Q2 2025

Jul 31, 2025
BUY
$19.6 - $24.44 $715,988 - $892,793
36,530 Added 913250.0%
36,534 $893 Million
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $794,527 - $886,948
-36,530 Reduced 99.99%
4 $847 Million
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
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email