Skip to content
Disclosery

RKL Wealth Management LLC: SCHX position timeline

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

RKL Wealth Management LLC held 1,839,227 SCHX 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 1,839,227 shares
    Change vs previous 13F -22,644 shares

    4.31% of the 13F portfolio, value $54,128,448.

    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 1,861,871 shares
    Change vs previous 13F -285,943 shares

    4.3% of the 13F portfolio, value $47,738,370.

    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 2,147,814 shares
    Change vs previous 13F -20,705 shares

    4.74% of the 13F portfolio, value $57,797,685.

    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 2,168,519 shares
    Change vs previous 13F -168,297 shares

    4.87% of the 13F portfolio, value $57,118,786.

    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 2,336,816 shares
    Change vs previous 13F -230,733 shares

    5.02% of the 13F portfolio, value $57,111,772.

    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 2,567,549 shares
    Change vs previous 13F -1,552,035 shares

    5.34% of the 13F portfolio, value $56,691,473.

    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 4,119,584 shares
    Change vs previous 13F +2,525,381 shares

    8.5% of the 13F portfolio, value $95,491,967.

    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 1,594,203 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $108,166,683.

    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).