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Disclosery

RKL Wealth Management LLC: SCHF position timeline

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

RKL Wealth Management LLC held 592,672 SCHF 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 592,672 shares
    Change vs previous 13F -11,608 shares

    1.31% of the 13F portfolio, value $16,417,016.

    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 604,280 shares
    Change vs previous 13F -55,372 shares

    1.35% of the 13F portfolio, value $14,955,935.

    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 659,652 shares
    Change vs previous 13F +14,656 shares

    1.3% of the 13F portfolio, value $15,858,033.

    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 644,996 shares
    Change vs previous 13F -42,950 shares

    1.28% of the 13F portfolio, value $15,015,511.

    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 687,946 shares
    Change vs previous 13F -128,345 shares

    1.34% of the 13F portfolio, value $15,203,604.

    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 816,291 shares
    Change vs previous 13F -8,879 shares

    1.52% of the 13F portfolio, value $16,146,231.

    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 825,170 shares
    Change vs previous 13F +399,869 shares

    1.36% of the 13F portfolio, value $15,265,639.

    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 425,301 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $17,488,397.

    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).