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Curtis Advisory Group, LLC: SCHG position timeline

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

Curtis Advisory Group, LLC held 1,258,702 SCHG 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 1,258,702 shares
    Change vs previous 13F +64,655 shares

    8.27% of the 13F portfolio, value $42,594,476.

    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 1,194,047 shares
    Change vs previous 13F +7,486 shares

    7.5% of the 13F portfolio, value $34,782,589.

    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 1,186,561 shares
    Change vs previous 13F +20,314 shares

    8.12% of the 13F portfolio, value $38,705,620.

    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 1,166,247 shares
    Change vs previous 13F -13,472 shares

    8.44% of the 13F portfolio, value $37,214,942.

    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 1,179,719 shares
    Change vs previous 13F +4,686 shares

    8.66% of the 13F portfolio, value $34,459,589.

    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 1,175,033 shares
    Change vs previous 13F -69,653 shares

    8.64% of the 13F portfolio, value $29,422,828.

    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 1,244,686 shares
    Change vs previous 13F +957,912 shares

    9.17% of the 13F portfolio, value $34,689,388.

    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 286,774 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $29,876,075.

    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).