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Disclosery

RKL Wealth Management LLC: SCHG position timeline

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

RKL Wealth Management LLC held 627,716 SCHG 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 627,716 shares
    Change vs previous 13F -9,181 shares

    1.69% of the 13F portfolio, value $21,241,918.

    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 636,897 shares
    Change vs previous 13F -30,140 shares

    1.67% of the 13F portfolio, value $18,552,802.

    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 667,037 shares
    Change vs previous 13F -30,026 shares

    1.79% of the 13F portfolio, value $21,758,751.

    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 697,063 shares
    Change vs previous 13F -54,228 shares

    1.9% of the 13F portfolio, value $22,243,284.

    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 751,291 shares
    Change vs previous 13F -46,962 shares

    1.93% of the 13F portfolio, value $21,945,203.

    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 798,253 shares
    Change vs previous 13F -38,864 shares

    1.88% of the 13F portfolio, value $19,988,247.

    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 837,117 shares
    Change vs previous 13F +615,937 shares

    2.08% of the 13F portfolio, value $23,330,463.

    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 221,180 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $23,042,552.

    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).