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Disclosery

RKL Wealth Management LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RKL Wealth Management LLC on SCHA, newest first. How the timeline and the estimate are built.

RKL Wealth Management LLC held 480,896 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 480,896 shares
    Change vs previous 13F -5,598 shares

    1.39% of the 13F portfolio, value $17,374,755.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management 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 486,494 shares
    Change vs previous 13F -47,955 shares

    1.27% of the 13F portfolio, value $14,147,239.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management 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 534,449 shares
    Change vs previous 13F -4,608 shares

    1.25% of the 13F portfolio, value $15,221,094.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management 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 539,057 shares
    Change vs previous 13F -55,451 shares

    1.28% of the 13F portfolio, value $15,039,700.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management 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 594,508 shares
    Change vs previous 13F -61,566 shares

    1.32% of the 13F portfolio, value $15,041,064.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management 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 656,074 shares
    Change vs previous 13F -361,597 shares

    1.45% of the 13F portfolio, value $15,371,818.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management 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 1,017,671 shares
    Change vs previous 13F +436,496 shares

    2.34% of the 13F portfolio, value $26,316,964.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management 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 581,175 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $29,930,487.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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