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Schwab U S Small Cap ETF shares owned by Curio Wealth

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Curio Wealth from 13F filings

Historical chart of Curio Wealth investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Curio Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 11k 27.90
2025-06-30 $278k 11k 25.30
2025-03-31 $284k 3 94785.67
2024-12-31 $284k 11k 25.86

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF