Curio Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Curio Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$893K	Buy
2025 Q1	$847K	Sell
2024 Q4	$847K	Buy