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Disclosery

CRA Financial Services, LLC: SCHM position timeline

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

CRA Financial Services, LLC held 64,454 SCHM 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 64,454 shares
    Change vs previous 13F -2,197 shares

    0.27% of the 13F portfolio, value $2,376,422.

    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 66,651 shares
    Change vs previous 13F -12,458 shares

    0.27% of the 13F portfolio, value $2,063,500.

    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 79,109 shares
    Change vs previous 13F -2,762 shares

    0.31% of the 13F portfolio, value $2,378,813.

    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 81,871 shares
    Change vs previous 13F -506 shares

    0.33% of the 13F portfolio, value $2,426,659.

    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 82,377 shares
    Change vs previous 13F -2,300 shares

    0.35% of the 13F portfolio, value $2,310,685.

    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 84,677 shares
    Change vs previous 13F -5,307 shares

    0.38% of the 13F portfolio, value $2,218,544.

    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 89,984 shares
    Change vs previous 13F +57,977 shares

    0.43% of the 13F portfolio, value $2,493,447.

    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 32,007 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,659,487.

    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).