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Disclosery

Curran Financial Partners, LLC: SCHD position timeline

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

Curran Financial Partners, LLC held 1,490,202 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,490,202 shares
    Change vs previous 13F +118,956 shares

    7.03% of the 13F portfolio, value $47,254,308.

    13F-HR 0001843867-26-000004 filed by Curran Financial Partners, 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 1,371,246 shares
    Change vs previous 13F +73,867 shares

    7.53% of the 13F portfolio, value $42,069,820.

    13F-HR 0001843867-26-000003 filed by Curran Financial Partners, 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 1,297,379 shares
    Change vs previous 13F +99,987 shares

    6.76% of the 13F portfolio, value $35,587,113.

    13F-HR 0001843867-26-000001 filed by Curran Financial Partners, 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 1,197,392 shares
    Change vs previous 13F +113,507 shares

    6.47% of the 13F portfolio, value $32,688,807.

    13F-HR 0001843867-25-000011 filed by Curran Financial Partners, 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 1,083,885 shares
    Change vs previous 13F +77,158 shares

    6.35% of the 13F portfolio, value $28,722,957.

    13F-HR 0001843867-25-000007 filed by Curran Financial Partners, 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 1,006,727 shares
    Change vs previous 13F +90,574 shares

    6.91% of the 13F portfolio, value $28,148,086.

    13F-HR 0001843867-25-000005 filed by Curran Financial Partners, 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 916,153 shares
    Change vs previous 13F +636,941 shares

    6.57% of the 13F portfolio, value $25,029,290.

    13F-HR 0001843867-25-000002 filed by Curran Financial Partners, 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 279,212 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $23,601,773.

    13F-HR 0001843867-24-000005 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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