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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
38,602
+280
+0.7% +$8K 0.35% 33
2026
Q1 		$983K Hold
38,322
– – 0.34% 36
2025
Q4 		$1.04M Buy
38,322
+1,637
+4% +$43.7K 0.37% 32
2025
Q3 		$966K Buy
36,685
+151
+0.4% +$3.83K 0.4% 31
2025
Q2 		$893K Buy
36,534
+36,530
+913,250% +$826K 0.39% 33
2025
Q1 		$847K Sell
4
-36,530
-100% -$850K 0.44% 36
2024
Q4 		$847K Buy
+36,534
New +$851K 0.46% 35

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Curio Wealth's SCHX Position: Q2 2026 in Review

Curio Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.73% in Q2 2026, buying an estimated $8K and bringing the position to 38,602 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #33.

Curio Wealth first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Curio Wealth held 38,602 shares of Schwab US Large- Cap ETF worth $1.14M as of Q2 2026.
  • Curio Wealth bought 280 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8K.
  • Schwab US Large- Cap ETF made up 0.35% of Curio Wealth's portfolio in Q2 2026, its #33 holding.
  • Curio Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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