Curio Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Buy	10,996 +10,993	+366,433%	+$278K	0.12%	60
2025 Q1	$284K	Sell	3 -10,993	-100%	-$1.04B	0.15%	59
2024 Q4	$284K	Buy	+10,996	New	+$284K	0.15%	55