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Curtis Advisory Group, LLC: SCHZ position timeline

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

Curtis Advisory Group, LLC held 262,624 SCHZ 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 262,624 shares
    Change vs previous 13F -26,892 shares

    1.18% of the 13F portfolio, value $6,074,493.

    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 289,516 shares
    Change vs previous 13F +7,241 shares

    1.45% of the 13F portfolio, value $6,722,562.

    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 282,275 shares
    Change vs previous 13F +17,669 shares

    1.38% of the 13F portfolio, value $6,596,767.

    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 264,606 shares
    Change vs previous 13F -36,130 shares

    1.41% of the 13F portfolio, value $6,210,303.

    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 300,736 shares
    Change vs previous 13F +60,204 shares

    1.76% of the 13F portfolio, value $6,989,105.

    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 240,532 shares
    Change vs previous 13F -1,695 shares

    1.64% of the 13F portfolio, value $5,570,721.

    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 242,227 shares
    Change vs previous 13F +138,544 shares

    1.45% of the 13F portfolio, value $5,498,553.

    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 103,683 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $4,927,016.

    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).