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Disclosery

Curi Capital, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curi Capital, LLC on SCHD, newest first. How the timeline and the estimate are built.

Curi Capital, LLC held 685,875 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 685,875 shares
    Change vs previous 13F -23,344 shares

    0.34% of the 13F portfolio, value $21,749,096.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 709,219 shares
    Change vs previous 13F -15,393 shares

    0.39% of the 13F portfolio, value $21,758,829.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 724,612 shares
    Change vs previous 13F -36,494 shares

    0.34% of the 13F portfolio, value $19,876,106.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 761,106 shares
    Change vs previous 13F -44,847 shares

    0.38% of the 13F portfolio, value $20,778,206.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 805,953 shares
    Change vs previous 13F +70,768 shares

    0.41% of the 13F portfolio, value $21,357,756.

    13F-HR 0001172661-25-003361 filed by Curi Capital, 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 735,185 shares
    Change vs previous 13F -87,354 shares

    0.51% of the 13F portfolio, value $20,555,777.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 822,539 shares
    Change vs previous 13F +537,838 shares

    0.52% of the 13F portfolio, value $22,471,772.

    13F-HR 0001172661-25-000749 filed by Curi Capital, LLC
    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 284,701 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $24,065,848.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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