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

Curio Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$893K Buy
36,534
+36,530
+913,250% +$893K 0.39% 33
2025
Q1 		$847K Sell
4
-36,530
-100% -$7.73B 0.44% 36
2024
Q4 		$847K Buy
+36,534
New +$847K 0.46% 35