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Disclosery

Curi Capital, LLC: SCHM position timeline

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

Curi Capital, LLC held 683,104 SCHM 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 683,104 shares
    Change vs previous 13F -115,713 shares

    0.39% of the 13F portfolio, value $25,186,028.

    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 798,817 shares
    Change vs previous 13F -60,391 shares

    0.44% of the 13F portfolio, value $24,731,385.

    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 859,208 shares
    Change vs previous 13F -11,799 shares

    0.45% of the 13F portfolio, value $25,836,396.

    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 871,007 shares
    Change vs previous 13F -45,092 shares

    0.47% of the 13F portfolio, value $25,816,674.

    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 916,099 shares
    Change vs previous 13F -16,013 shares

    0.49% of the 13F portfolio, value $25,696,589.

    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 932,112 shares
    Change vs previous 13F -94,792 shares

    0.6% of the 13F portfolio, value $24,421,346.

    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 1,026,904 shares
    Change vs previous 13F +687,415 shares

    0.66% of the 13F portfolio, value $28,455,518.

    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 339,489 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $28,208,107.

    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).