CUSIP 80850L734
SCHWAB US LARGE-CAP VALUE INDEX
2 institutions · $1.1K total · 111 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CURIO WEALTH, LLC | 64 | $1.1K | 57.65% | 2025-12-31 |
| 2 | RE Dickinson Investment Advisors, LLC | 47 | $2 | 42.34% | 2023-09-30 |
2 institutions · $1.1K total · 111 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CURIO WEALTH, LLC | 64 | $1.1K | 57.65% | 2025-12-31 |
| 2 | RE Dickinson Investment Advisors, LLC | 47 | $2 | 42.34% | 2023-09-30 |