RKL Wealth Management LLC: SCHR position timeline

RKL Wealth Management LLC held 0 SCHR shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -8,924 shares

   13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 8,924 shares

   Change vs previous 13F -8,306 shares

   0.02% of the 13F portfolio, value $223,804.

   13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 17,230 shares

   Change vs previous 13F -5,223 shares

   0.04% of the 13F portfolio, value $432,977.

   13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 22,453 shares

   Change vs previous 13F -47,551 shares

   0.05% of the 13F portfolio, value $561,997.

   13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 70,004 shares

   Change vs previous 13F -26,304 shares

   0.16% of the 13F portfolio, value $1,740,301.

   13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 96,308 shares

   Change vs previous 13F +26,733 shares

   0.21% of the 13F portfolio, value $2,339,323.

   13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 69,575 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $3,520,494.

   13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).