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Disclosery

Curi Capital, LLC: SCHZ position timeline

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

Curi Capital, LLC held 157,463 SCHZ 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 157,463 shares
    Change vs previous 13F -13,043 shares

    0.06% of the 13F portfolio, value $3,642,124.

    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 170,506 shares
    Change vs previous 13F -5,416 shares

    0.07% of the 13F portfolio, value $3,959,155.

    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 175,922 shares
    Change vs previous 13F -12,645 shares

    0.07% of the 13F portfolio, value $4,111,297.

    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 188,567 shares
    Change vs previous 13F -746 shares

    0.08% of the 13F portfolio, value $4,425,664.

    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 189,313 shares
    Change vs previous 13F -29,352 shares

    0.08% of the 13F portfolio, value $4,399,630.

    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 218,665 shares
    Change vs previous 13F -7,285 shares

    0.12% of the 13F portfolio, value $5,064,273.

    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 225,950 shares
    Change vs previous 13F +117,534 shares

    0.12% of the 13F portfolio, value $5,129,073.

    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 108,416 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,151,931.

    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).