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Robertson Stephens Wealth Management, LLC: SCHY position timeline

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

Robertson Stephens Wealth Management, LLC held 209,797 SCHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,797 shares
    Change vs previous 13F +9,673 shares

    0.16% of the 13F portfolio, value $6,656,867.

    13F-HR 0001172661-26-002897 filed by Robertson Stephens 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 200,124 shares
    Change vs previous 13F +7,527 shares

    0.18% of the 13F portfolio, value $6,335,911.

    13F-HR 0001172661-26-001551 filed by Robertson Stephens 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 192,597 shares
    Change vs previous 13F +18,982 shares

    0.16% of the 13F portfolio, value $5,743,266.

    13F-HR 0001172661-26-000416 filed by Robertson Stephens 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 173,615 shares
    Change vs previous 13F +20,656 shares

    0.15% of the 13F portfolio, value $4,850,825.

    13F-HR 0001172661-25-004717 filed by Robertson Stephens 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 152,959 shares
    Change vs previous 13F +13,959 shares

    0.14% of the 13F portfolio, value $4,183,442.

    13F-HR 0001172661-25-002703 filed by Robertson Stephens 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 139,000 shares
    Change vs previous 13F +5,525 shares

    0.13% of the 13F portfolio, value $3,527,820.

    13F-HR 0001172661-25-001510 filed by Robertson Stephens 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 133,475 shares
    Change vs previous 13F +19,778 shares

    0.11% of the 13F portfolio, value $3,085,942.

    13F-HR 0001172661-25-000364 filed by Robertson Stephens 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 113,697 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,975,450.

    13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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