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Disclosery

CRA Financial Services, LLC: SCHW position timeline

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

CRA Financial Services, LLC held 2,926 SCHW 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 2,926 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $269,982.

    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 2,855 shares
    Change vs previous 13F -91 shares

    0.03% of the 13F portfolio, value $268,313.

    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 2,946 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $294,335.

    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 2,943 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $280,968.

    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 2,894 shares
    Change vs previous 13F -136 shares

    0.04% of the 13F portfolio, value $264,049.

    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 3,030 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $237,188.

    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 3,430 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $253,854.

    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 3,455 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $223,919.

    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).