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Disclosery

CRA Financial Services, LLC: SCHB position timeline

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

CRA Financial Services, LLC held 165,178 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,178 shares
    Change vs previous 13F +10,928 shares

    0.55% of the 13F portfolio, value $4,783,555.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 154,250 shares
    Change vs previous 13F -9,128 shares

    0.5% of the 13F portfolio, value $3,871,673.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 163,378 shares
    Change vs previous 13F +5,120 shares

    0.56% of the 13F portfolio, value $4,285,395.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 158,258 shares
    Change vs previous 13F -7,718 shares

    0.56% of the 13F portfolio, value $4,068,810.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 165,976 shares
    Change vs previous 13F +3,928 shares

    0.6% of the 13F portfolio, value $3,955,213.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 162,048 shares
    Change vs previous 13F +1,381 shares

    0.6% of the 13F portfolio, value $3,488,895.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 160,667 shares
    Change vs previous 13F +107,643 shares

    0.63% of the 13F portfolio, value $3,647,130.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 53,024 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,527,135.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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