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CURA WEALTH ADVISORS, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CURA WEALTH ADVISORS, LLC on SCHX, newest first. How the timeline and the estimate are built.

CURA WEALTH ADVISORS, LLC held 39,319 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,319 shares
    Change vs previous 13F +605 shares

    0.49% of the 13F portfolio, value $1,157,158.

    13F-HR 0002056729-26-000003 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,714 shares
    Change vs previous 13F -40 shares

    0.44% of the 13F portfolio, value $992,627.

    13F-HR 0002056729-26-000002 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,754 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,042,870.

    13F-HR 0002056729-26-000001 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,754 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,020,780.

    13F-HR 0002056729-25-000005 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,754 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $947,148.

    13F-HR 0002056729-25-000004 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,754 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $855,688.

    13F-HR 0002056729-25-000002 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,754 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $898,318.

    13F-HR 0002056729-25-000001 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).