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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.5K Buy
567
+566
+56,600% +$13.5K 0.01% 186
2025
Q1
$12.9K Sell
1
-566
-100% -$7.28M 0.01% 215
2024
Q4
$12.9K Buy
+567
New +$12.9K 0.01% 201