Curi Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Curi Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$594K	Sell
2023 Q2	$754K	Sell
2023 Q1	$717K	Sell
2022 Q4	$838K	Sell
2022 Q3	$806K	Buy
2022 Q2	$27K	Hold
2022 Q1	$32K	Buy