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Curtis Advisory Group, LLC: SCHV position timeline

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

Curtis Advisory Group, LLC held 210,894 SCHV 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 210,894 shares
    Change vs previous 13F -4,205 shares

    1.43% of the 13F portfolio, value $7,341,220.

    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 215,099 shares
    Change vs previous 13F -2,221 shares

    1.41% of the 13F portfolio, value $6,560,520.

    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 217,320 shares
    Change vs previous 13F +15,021 shares

    1.35% of the 13F portfolio, value $6,434,845.

    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 202,299 shares
    Change vs previous 13F -7,217 shares

    1.33% of the 13F portfolio, value $5,888,924.

    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 209,516 shares
    Change vs previous 13F +5,802 shares

    1.46% of the 13F portfolio, value $5,797,319.

    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 203,714 shares
    Change vs previous 13F -23,393 shares

    1.59% of the 13F portfolio, value $5,414,716.

    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 227,107 shares
    Change vs previous 13F +158,682 shares

    1.57% of the 13F portfolio, value $5,920,670.

    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 68,425 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,499,287.

    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).