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Disclosery

RMG Wealth Management LLC: SCHB position timeline

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

RMG Wealth Management LLC held 50,976 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,976 shares
    Change vs previous 13F +971 shares

    0.16% of the 13F portfolio, value $1,524,182.

    13F-HR 0001214659-26-010074 filed by RMG 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 50,005 shares
    Change vs previous 13F -5,955 shares

    0.16% of the 13F portfolio, value $1,424,142.

    13F-HR 0001214659-26-006124 filed by RMG 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 55,960 shares
    Change vs previous 13F +1,435 shares

    0.19% of the 13F portfolio, value $1,488,861.

    13F-HR 0001214659-26-000932 filed by RMG 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 54,525 shares
    Change vs previous 13F +1,146 shares

    0.2% of the 13F portfolio, value $1,405,954.

    13F-HR 0001214659-25-015612 filed by RMG 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 53,379 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,294,174.

    13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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