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Disclosery

CRA Financial Services, LLC: SCHG position timeline

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

CRA Financial Services, LLC held 1,042,267 SCHG 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 1,042,267 shares
    Change vs previous 13F +5,830 shares

    4.07% of the 13F portfolio, value $35,270,316.

    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 1,036,437 shares
    Change vs previous 13F +25,642 shares

    3.92% of the 13F portfolio, value $30,191,422.

    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 1,010,795 shares
    Change vs previous 13F -33,305 shares

    4.31% of the 13F portfolio, value $32,972,128.

    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 1,044,100 shares
    Change vs previous 13F +22,337 shares

    4.56% of the 13F portfolio, value $33,317,235.

    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 1,021,763 shares
    Change vs previous 13F +40,218 shares

    4.56% of the 13F portfolio, value $29,845,697.

    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 981,545 shares
    Change vs previous 13F +45,398 shares

    4.21% of the 13F portfolio, value $24,577,893.

    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 936,147 shares
    Change vs previous 13F +706,433 shares

    4.48% of the 13F portfolio, value $26,090,403.

    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 229,714 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $23,931,558.

    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).