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Disclosery

RKL Wealth Management LLC: SCHE position timeline

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

RKL Wealth Management LLC held 118,673 SCHE 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 118,673 shares
    Change vs previous 13F -1,493 shares

    0.34% of the 13F portfolio, value $4,303,086.

    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 120,166 shares
    Change vs previous 13F -16,360 shares

    0.36% of the 13F portfolio, value $3,959,466.

    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 136,526 shares
    Change vs previous 13F +604 shares

    0.37% of the 13F portfolio, value $4,471,238.

    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 135,922 shares
    Change vs previous 13F -15,469 shares

    0.39% of the 13F portfolio, value $4,535,708.

    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 151,391 shares
    Change vs previous 13F -108,235 shares

    0.4% of the 13F portfolio, value $4,562,924.

    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 259,626 shares
    Change vs previous 13F -30,611 shares

    0.67% of the 13F portfolio, value $7,157,897.

    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 290,237 shares
    Change vs previous 13F -31,548 shares

    0.69% of the 13F portfolio, value $7,729,014.

    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 321,785 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $9,389,684.

    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).