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Disclosery

CRA Financial Services, LLC: SCHD position timeline

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

CRA Financial Services, LLC held 1,220,811 SCHD 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 1,220,811 shares
    Change vs previous 13F +32,394 shares

    4.46% of the 13F portfolio, value $38,711,911.

    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 1,188,417 shares
    Change vs previous 13F +13,343 shares

    4.73% of the 13F portfolio, value $36,460,628.

    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 1,175,074 shares
    Change vs previous 13F -34,399 shares

    4.22% of the 13F portfolio, value $32,232,286.

    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 1,209,473 shares
    Change vs previous 13F +10,496 shares

    4.52% of the 13F portfolio, value $33,018,602.

    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 1,198,977 shares
    Change vs previous 13F +70,068 shares

    4.86% of the 13F portfolio, value $31,772,887.

    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 1,128,909 shares
    Change vs previous 13F +60,274 shares

    5.4% of the 13F portfolio, value $31,564,285.

    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 1,068,635 shares
    Change vs previous 13F +722,156 shares

    5.01% of the 13F portfolio, value $29,195,105.

    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 346,479 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $29,287,895.

    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).