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Rockbridge Investment Management, LCC: SCHB position timeline

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

Rockbridge Investment Management, LCC held 300,491 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,491 shares
    Change vs previous 13F -43,151 shares

    0.71% of the 13F portfolio, value $8,702,220.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 343,642 shares
    Change vs previous 13F -3,177 shares

    0.78% of the 13F portfolio, value $8,625,415.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 346,819 shares
    Change vs previous 13F -7,625 shares

    0.85% of the 13F portfolio, value $9,097,063.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 354,444 shares
    Change vs previous 13F -4,898 shares

    0.9% of the 13F portfolio, value $9,112,756.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 359,342 shares
    Change vs previous 13F -2,131 shares

    0.92% of the 13F portfolio, value $8,563,120.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    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 361,473 shares
    Change vs previous 13F -3,396 shares

    0.92% of the 13F portfolio, value $7,782,512.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    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 364,869 shares
    Change vs previous 13F +237,127 shares

    1.06% of the 13F portfolio, value $8,282,525.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    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 127,742 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $8,497,377.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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