Graver Capital Management, LLC: SCHB position timeline

Graver Capital Management, LLC held 247,399 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 247,399 shares

   Change vs previous 13F -13,112 shares

   5.1% of the 13F portfolio, value $7,164,687.

   13F-HR 0001951757-26-001155 filed by Graver Capital Management, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 260,511 shares

   Change vs previous 13F +7,102 shares

   4.97% of the 13F portfolio, value $6,538,824.

   13F-HR 0001951757-26-000722 filed by Graver Capital Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 253,409 shares

   Change vs previous 13F +5,526 shares

   5.25% of the 13F portfolio, value $6,646,913.

   13F-HR 0001951757-26-000438 filed by Graver Capital Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 247,883 shares

   Change vs previous 13F -12,126 shares

   5.37% of the 13F portfolio, value $6,373,075.

   13F-HR 0001951757-25-001289 filed by Graver Capital Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 260,009 shares

   Change vs previous 13F +7,502 shares

   5.48% of the 13F portfolio, value $6,196,004.

   13F-HR 0001951757-25-000984 filed by Graver Capital Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 252,507 shares

   Change vs previous 13F -34,698 shares

   5.54% of the 13F portfolio, value $5,436,481.

   13F-HR 0001951757-25-000480 filed by Graver Capital Management, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 287,205 shares

   Change vs previous 13F not available

   6.81% of the 13F portfolio, value $6,519,564.

   13F-HR 0001951757-25-000269 filed by Graver Capital Management, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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