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Disclosery

Curtis Advisory Group, LLC: SCHD position timeline

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

Curtis Advisory Group, LLC held 285,569 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,569 shares
    Change vs previous 13F -25 shares

    1.76% of the 13F portfolio, value $9,055,393.

    13F-HR 0001664656-26-000004 filed by Curtis Advisory Group, 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 285,594 shares
    Change vs previous 13F -2,419 shares

    1.89% of the 13F portfolio, value $8,762,024.

    13F-HR 0001664656-26-000003 filed by Curtis Advisory Group, 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 288,013 shares
    Change vs previous 13F -7,899 shares

    1.66% of the 13F portfolio, value $7,900,197.

    13F-HR 0001664656-26-000002 filed by Curtis Advisory Group, 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 295,912 shares
    Change vs previous 13F -5,874 shares

    1.83% of the 13F portfolio, value $8,078,398.

    13F-HR 0001664656-25-000009 filed by Curtis Advisory Group, 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 301,786 shares
    Change vs previous 13F -1,765 shares

    2.01% of the 13F portfolio, value $7,997,334.

    13F-HR 0001664656-25-000005 filed by Curtis Advisory Group, 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 303,551 shares
    Change vs previous 13F -42,695 shares

    2.49% of the 13F portfolio, value $8,487,273.

    13F-HR 0001664656-25-000004 filed by Curtis Advisory Group, 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 346,246 shares
    Change vs previous 13F +244,375 shares

    2.5% of the 13F portfolio, value $9,459,431.

    13F-HR 0001664656-25-000001 filed by Curtis Advisory Group, 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 101,871 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $8,611,125.

    13F-HR 0001664656-24-000005 filed by Curtis Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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