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Curtis Advisory Group, LLC: SCHF position timeline

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

Curtis Advisory Group, LLC held 193,154 SCHF 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 193,154 shares
    Change vs previous 13F +1,548 shares

    1.04% of the 13F portfolio, value $5,350,366.

    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 191,606 shares
    Change vs previous 13F -6,467 shares

    1.02% of the 13F portfolio, value $4,742,249.

    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 198,073 shares
    Change vs previous 13F +9,196 shares

    1% of the 13F portfolio, value $4,761,675.

    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 188,877 shares
    Change vs previous 13F +1,625 shares

    1% of the 13F portfolio, value $4,397,057.

    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 187,252 shares
    Change vs previous 13F +3,385 shares

    1.04% of the 13F portfolio, value $4,138,267.

    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 183,867 shares
    Change vs previous 13F -2,384 shares

    1.07% of the 13F portfolio, value $3,636,897.

    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 186,251 shares
    Change vs previous 13F +90,610 shares

    0.91% of the 13F portfolio, value $3,445,650.

    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 95,641 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,932,773.

    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).