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Disclosery

Traction Financial Partners, LLC: SCHB position timeline

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

Traction Financial Partners, LLC held 47,335 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,335 shares
    Change vs previous 13F +6,079 shares

    0.73% of the 13F portfolio, value $1,370,828.

    13F-HR 0002007748-26-000003 filed by Traction Financial Partners, 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 41,256 shares
    Change vs previous 13F +5,937 shares

    0.64% of the 13F portfolio, value $1,035,525.

    13F-HR 0002007748-26-000002 filed by Traction Financial Partners, 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 35,319 shares
    Change vs previous 13F +2,018 shares

    0.55% of the 13F portfolio, value $926,415.

    13F-HR 0002007748-26-000001 filed by Traction Financial Partners, 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 33,301 shares
    Change vs previous 13F +4,397 shares

    0.53% of the 13F portfolio, value $856,161.

    13F-HR 0002007748-25-000006 filed by Traction Financial Partners, 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 28,904 shares
    Change vs previous 13F +1,511 shares

    0.47% of the 13F portfolio, value $688,773.

    13F-HR 0002007748-25-000004 filed by Traction Financial Partners, 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 27,393 shares
    Change vs previous 13F -1,557 shares

    0.46% of the 13F portfolio, value $589,771.

    13F-HR 0002007748-25-000003 filed by Traction Financial Partners, 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 28,950 shares
    Change vs previous 13F +20,659 shares

    0.51% of the 13F portfolio, value $657,165.

    13F-HR 0002007748-25-000001 filed by Traction Financial Partners, 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 8,291 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $551,517.

    13F-HR 0002007748-24-000007 filed by Traction Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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