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Disclosery

RKL Wealth Management LLC: SCHV position timeline

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

RKL Wealth Management LLC held 126,137 SCHV 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 126,137 shares
    Change vs previous 13F +339 shares

    0.35% of the 13F portfolio, value $4,390,824.

    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 125,798 shares
    Change vs previous 13F -7,549 shares

    0.35% of the 13F portfolio, value $3,836,835.

    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 133,347 shares
    Change vs previous 13F -5,859 shares

    0.32% of the 13F portfolio, value $3,948,393.

    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 139,206 shares
    Change vs previous 13F -8,403 shares

    0.35% of the 13F portfolio, value $4,052,289.

    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 147,609 shares
    Change vs previous 13F -22,204 shares

    0.36% of the 13F portfolio, value $4,084,342.

    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 169,813 shares
    Change vs previous 13F -19,206 shares

    0.43% of the 13F portfolio, value $4,513,628.

    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 189,019 shares
    Change vs previous 13F +113,981 shares

    0.44% of the 13F portfolio, value $4,927,731.

    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 75,038 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,030,839.

    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).