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Disclosery

RKL Wealth Management LLC: SCHM position timeline

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

RKL Wealth Management LLC held 683,405 SCHM 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 683,405 shares
    Change vs previous 13F -12,149 shares

    2.01% of the 13F portfolio, value $25,197,147.

    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 695,554 shares
    Change vs previous 13F -65,446 shares

    1.94% of the 13F portfolio, value $21,534,359.

    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 761,000 shares
    Change vs previous 13F -764 shares

    1.88% of the 13F portfolio, value $22,883,281.

    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 761,764 shares
    Change vs previous 13F -69,784 shares

    1.92% of the 13F portfolio, value $22,578,686.

    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 831,548 shares
    Change vs previous 13F -68,917 shares

    2.05% of the 13F portfolio, value $23,324,908.

    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 900,465 shares
    Change vs previous 13F -570,375 shares

    2.22% of the 13F portfolio, value $23,592,190.

    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 1,470,840 shares
    Change vs previous 13F +897,901 shares

    3.63% of the 13F portfolio, value $40,756,989.

    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 572,939 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $47,605,472.

    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).