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Curio Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Curio Wealth’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-267
Closed -$6.25K – 480
2025
Q3 		$6.25K Hold
267
– – ﹤0.01% 204
2025
Q2 		$6.19K Buy
+267
New +$6.13K ﹤0.01% 227

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curio Wealth's SCHZ Position: Q4 2025 in Review

Curio Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 267 shares — an estimated $6.25K sold.

Curio Wealth first reported a position in SCHZ in Q2 2025 and held it in 2 quarters. The position peaked at $6.25K in Q3 2025. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Curio Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Curio Wealth sold 267 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $6.25K.
  • Curio Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Curio Wealth's Schwab US Aggregate Bond ETF position peaked at $6.25K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Curio Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.