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Disclosery

RKL Wealth Management LLC: SCHB position timeline

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

RKL Wealth Management LLC held 62,777 SCHB 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 62,777 shares
    Change vs previous 13F -146 shares

    0.14% of the 13F portfolio, value $1,818,018.

    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 62,923 shares
    Change vs previous 13F -2,931 shares

    0.14% of the 13F portfolio, value $1,579,377.

    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 65,854 shares
    Change vs previous 13F +1,117 shares

    0.14% of the 13F portfolio, value $1,727,343.

    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 64,737 shares
    Change vs previous 13F -826 shares

    0.14% of the 13F portfolio, value $1,664,384.

    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 65,563 shares
    Change vs previous 13F -79,703 shares

    0.14% of the 13F portfolio, value $1,562,363.

    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 145,266 shares
    Change vs previous 13F -17,414 shares

    0.29% of the 13F portfolio, value $3,127,572.

    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 162,680 shares
    Change vs previous 13F +92,323 shares

    0.33% of the 13F portfolio, value $3,692,826.

    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 70,357 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,680,164.

    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).