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Disclosery

Curry Webb Wealth Management LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curry Webb Wealth Management LLC on SCHC, newest first. How the timeline and the estimate are built.

Curry Webb Wealth Management LLC held 60,853 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,853 shares
    Change vs previous 13F +8,174 shares

    1.21% of the 13F portfolio, value $2,928,265.

    13F-HR 0002060114-26-000005 filed by Curry Webb Wealth Management 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 52,679 shares
    Change vs previous 13F +7,336 shares

    1.16% of the 13F portfolio, value $2,462,203.

    13F-HR 0002060114-26-000003 filed by Curry Webb Wealth Management 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 45,343 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,064,454.

    13F-HR 0002060114-26-000004 filed by Curry Webb Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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