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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,240	Closed	-$99.4K	–	940
2026 Q1	$99.4K	Hold	3,240	–	–	0.03%	100
2025 Q4	$89.6K	Hold	3,240	–	–	0.03%	110
2025 Q3	$88.5K	Hold	3,240	–	–	0.04%	101
2025 Q2	$85.9K	Buy	3,240 +3,236	+80,900%	+$84.5K	0.04%	103
2025 Q1	$90.6K	Sell	4 -3,236	-100%	-$90.2K	0.05%	101
2024 Q4	$88.5K	Buy	+3,240	New	+$92.1K	0.05%	100

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Curio Wealth's SCHD Position: Q2 2026 in Review

Curio Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 3,240 shares — an estimated $99.4K sold.

Curio Wealth first reported a position in SCHD in Q4 2024 and held it in 6 quarters. The position peaked at $99.4K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Curio Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3,240 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $99.4K.
Curio Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Schwab US Dividend Equity ETF position peaked at $99.4K in Q1 2026.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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