Skip to content
Disclosery

Curbstone Financial Management Corp: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curbstone Financial Management Corp on SCHD, newest first. How the timeline and the estimate are built.

Curbstone Financial Management Corp held 498,692 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 498,692 shares
    Change vs previous 13F -7,118 shares

    2.69% of the 13F portfolio, value $15,813,532.

    13F-HR 0001608057-26-000007 filed by Curbstone Financial Management Corp
    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 505,810 shares
    Change vs previous 13F +15,624 shares

    2.97% of the 13F portfolio, value $15,518,251.

    13F-HR 0001608057-26-000004 filed by Curbstone Financial Management Corp
    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 490,186 shares
    Change vs previous 13F +35,980 shares

    2.57% of the 13F portfolio, value $13,445,802.

    13F-HR 0001608057-26-000002 filed by Curbstone Financial Management Corp
    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 454,206 shares
    Change vs previous 13F +10,070 shares

    2.38% of the 13F portfolio, value $12,399,824.

    13F-HR 0001608057-25-000010 filed by Curbstone Financial Management Corp
    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 444,136 shares
    Change vs previous 13F -490 shares

    2.41% of the 13F portfolio, value $11,769,604.

    13F-HR 0001608057-25-000008 filed by Curbstone Financial Management Corp
    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 444,626 shares
    Change vs previous 13F +37,780 shares

    2.62% of the 13F portfolio, value $12,431,743.

    13F-HR 0001608057-25-000005 filed by Curbstone Financial Management Corp
    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 406,846 shares
    Change vs previous 13F +276,524 shares

    2.35% of the 13F portfolio, value $11,115,033.

    13F-HR 0001608057-25-000002 filed by Curbstone Financial Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 130,322 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $11,016,119.

    13F-HR 0001608057-24-000008 filed by Curbstone Financial Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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