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PETRA FINANCIAL ADVISORS INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETRA FINANCIAL ADVISORS INC on SCHD, newest first. How the timeline and the estimate are built.

PETRA FINANCIAL ADVISORS INC held 49,630 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 49,630 shares
    Change vs previous 13F -4,263 shares

    0.73% of the 13F portfolio, value $1,573,772.

    13F-HR 0001951757-26-001058 filed by PETRA FINANCIAL ADVISORS INC
    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 53,893 shares
    Change vs previous 13F -18,323 shares

    1.02% of the 13F portfolio, value $1,653,423.

    13F-HR 0001951757-26-000849 filed by PETRA FINANCIAL ADVISORS INC
    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 72,216 shares
    Change vs previous 13F +288 shares

    1.16% of the 13F portfolio, value $1,980,888.

    13F-HR 0001951757-26-000261 filed by PETRA FINANCIAL ADVISORS INC
    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 71,928 shares
    Change vs previous 13F -6,588 shares

    1.14% of the 13F portfolio, value $1,963,624.

    13F-HR 0001951757-25-001306 filed by PETRA FINANCIAL ADVISORS INC
    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 78,516 shares
    Change vs previous 13F -2,005 shares

    1.32% of the 13F portfolio, value $2,080,664.

    13F-HR 0001951757-25-001011 filed by PETRA FINANCIAL ADVISORS INC
    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 80,521 shares
    Change vs previous 13F +764 shares

    1.85% of the 13F portfolio, value $2,251,360.

    13F-HR 0001951757-25-000394 filed by PETRA FINANCIAL ADVISORS INC
    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 79,757 shares
    Change vs previous 13F +54,692 shares

    1.48% of the 13F portfolio, value $2,178,969.

    13F-HR 0001951757-25-000228 filed by PETRA FINANCIAL ADVISORS INC
    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 25,065 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,118,738.

    13F-HR 0001951757-24-001128 filed by PETRA FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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