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Disclosery

Columbia River Financial Group, LLC: SCHV position timeline

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

Columbia River Financial Group, LLC held 13,569 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,569 shares
    Change vs previous 13F -62 shares

    0.25% of the 13F portfolio, value $472,000.

    13F-HR 0002057074-26-000004 filed by Columbia River Financial 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 13,631 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $415,000.

    13F-HR 0002057074-26-000002 filed by Columbia River Financial 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 13,614 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $403,000.

    13F-HR 0002057074-26-000001 filed by Columbia River Financial 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 13,695 shares
    Change vs previous 13F -2,083 shares

    0.25% of the 13F portfolio, value $398,000.

    13F-HR 0002057074-25-000005 filed by Columbia River Financial 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 15,778 shares
    Change vs previous 13F -5,436 shares

    0.28% of the 13F portfolio, value $439,000.

    13F-HR 0002060492-25-000002 filed by Columbia River Financial 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 21,214 shares
    Change vs previous 13F -268 shares

    0.38% of the 13F portfolio, value $563,000.

    13F-HR 0002057074-25-000002 filed by Columbia River Financial 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 21,482 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $560,000.

    13F-HR 0002057074-25-000001 filed by Columbia River Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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