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

Curio Wealth’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
2026
Q2 		– Sell
-567
Closed -$14.2K – 939
2026
Q1 		$14.2K Hold
567
– – ﹤0.01% 199
2025
Q4 		$15.1K Hold
567
– – 0.01% 213
2025
Q3 		$14.6K Hold
567
– – 0.01% 174
2025
Q2 		$13.5K Buy
567
+566
+56,600% +$12.5K 0.01% 186
2025
Q1 		$12.9K Sell
1
-566
-100% -$12.9K 0.01% 215
2024
Q4 		$12.9K Buy
+567
New +$13K 0.01% 201

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Curio Wealth's SCHB Position: Q2 2026 in Review

Curio Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 567 shares — an estimated $14.2K sold.

Curio Wealth first reported a position in SCHB in Q4 2024 and held it in 6 quarters. The position peaked at $15.1K in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Curio Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 567 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.2K.
  • Curio Wealth first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Schwab US Broad Market ETF position peaked at $15.1K in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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