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

Curio Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Sell
10,947
-109
-1% -$3.6K 0.12% 62
2026
Q1 		$322K Hold
11,056
– – 0.11% 61
2025
Q4 		$323K Hold
11,056
– – 0.11% 63
2025
Q3 		$308K Buy
11,056
+60
+0.5% +$1.6K 0.13% 53
2025
Q2 		$278K Buy
10,996
+10,993
+366,433% +$260K 0.12% 60
2025
Q1 		$284K Sell
3
-10,993
-100% -$280K 0.15% 59
2024
Q4 		$284K Buy
+10,996
New +$293K 0.15% 55

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Curio Wealth's SCHA Position: Q2 2026 in Review

Curio Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.99% in Q2 2026, selling an estimated $3.6K and leaving 10,947 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #62.

Curio Wealth first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Curio Wealth held 10,947 shares of Schwab U.S Small- Cap ETF worth $396K as of Q2 2026.
  • Curio Wealth sold 109 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.6K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Curio Wealth's portfolio in Q2 2026, its #62 holding.
  • Curio Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.