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Curio Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Curio Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85.9K Buy
3,240
+3,236
+80,900% +$85.8K 0.04% 103
2025
Q1 		$90.6K Sell
4
-3,236
-100% -$73.3M 0.05% 101
2024
Q4 		$88.5K Buy
+3,240
New +$88.5K 0.05% 100