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Disclosery

Curbstone Financial Management Corp: SCHZ position timeline

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

Curbstone Financial Management Corp held 187,500 SCHZ 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 187,500 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $4,336,875.

    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 187,500 shares
    Change vs previous 13F +33,050 shares

    0.83% of the 13F portfolio, value $4,353,750.

    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 154,450 shares
    Change vs previous 13F +20,750 shares

    0.69% of the 13F portfolio, value $3,609,496.

    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 133,700 shares
    Change vs previous 13F +9,600 shares

    0.6% of the 13F portfolio, value $3,137,939.

    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 124,100 shares
    Change vs previous 13F -4,000 shares

    0.59% of the 13F portfolio, value $2,884,084.

    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 128,100 shares
    Change vs previous 13F +4,000 shares

    0.63% of the 13F portfolio, value $2,966,796.

    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 124,100 shares
    Change vs previous 13F +75,750 shares

    0.6% of the 13F portfolio, value $2,817,070.

    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 48,350 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,297,592.

    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).