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Disclosery

Curbstone Financial Management Corp: SCHX position timeline

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

Curbstone Financial Management Corp held 280,700 SCHX 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 280,700 shares
    Change vs previous 13F +1,900 shares

    1.41% of the 13F portfolio, value $8,261,001.

    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 278,800 shares
    Change vs previous 13F -440 shares

    1.37% of the 13F portfolio, value $7,148,432.

    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 279,240 shares
    Change vs previous 13F +7,760 shares

    1.44% of the 13F portfolio, value $7,514,348.

    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 271,480 shares
    Change vs previous 13F -1,200 shares

    1.37% of the 13F portfolio, value $7,150,783.

    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 272,680 shares
    Change vs previous 13F -3,170 shares

    1.37% of the 13F portfolio, value $6,664,299.

    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 275,850 shares
    Change vs previous 13F -1,990 shares

    1.28% of the 13F portfolio, value $6,090,768.

    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 277,840 shares
    Change vs previous 13F +185,280 shares

    1.36% of the 13F portfolio, value $6,440,331.

    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 92,560 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,280,196.

    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).