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Disclosery

Curi Capital, LLC: SCHG position timeline

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

Curi Capital, LLC held 130,744 SCHG 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 130,744 shares
    Change vs previous 13F +23,811 shares

    0.07% of the 13F portfolio, value $4,424,369.

    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 106,933 shares
    Change vs previous 13F -6,158 shares

    0.06% of the 13F portfolio, value $3,114,947.

    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 113,091 shares
    Change vs previous 13F -1,351 shares

    0.06% of the 13F portfolio, value $3,689,014.

    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 114,442 shares
    Change vs previous 13F -1,883 shares

    0.07% of the 13F portfolio, value $3,651,832.

    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 116,325 shares
    Change vs previous 13F +11,788 shares

    0.06% of the 13F portfolio, value $3,397,863.

    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 104,537 shares
    Change vs previous 13F -14,834 shares

    0.06% of the 13F portfolio, value $2,617,602.

    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 119,371 shares
    Change vs previous 13F +88,516 shares

    0.08% of the 13F portfolio, value $3,326,875.

    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 30,855 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,214,452.

    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).