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Rockbridge Investment Management, LCC: SCHC position timeline

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

Rockbridge Investment Management, LCC held 298,760 SCHC 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 298,760 shares
    Change vs previous 13F -7,058 shares

    1.17% of the 13F portfolio, value $14,376,320.

    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 305,818 shares
    Change vs previous 13F -5,686 shares

    1.28% of the 13F portfolio, value $14,293,943.

    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 311,504 shares
    Change vs previous 13F -6,592 shares

    1.32% of the 13F portfolio, value $14,182,786.

    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 318,096 shares
    Change vs previous 13F -19,429 shares

    1.43% of the 13F portfolio, value $14,476,541.

    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 337,525 shares
    Change vs previous 13F -16,101 shares

    1.54% of the 13F portfolio, value $14,375,182.

    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 353,626 shares
    Change vs previous 13F -39,368 shares

    1.5% of the 13F portfolio, value $12,688,112.

    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 392,994 shares
    Change vs previous 13F -142,710 shares

    1.73% of the 13F portfolio, value $13,491,494.

    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 535,704 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $20,640,691.

    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).