Skip to content
Disclosery

Rockbridge Investment Management, LCC: SCHE position timeline

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

Rockbridge Investment Management, LCC held 151,894 SCHE 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 151,894 shares
    Change vs previous 13F -4,600 shares

    0.45% of the 13F portfolio, value $5,507,678.

    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 156,494 shares
    Change vs previous 13F -3,764 shares

    0.46% of the 13F portfolio, value $5,156,478.

    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 160,258 shares
    Change vs previous 13F -13,874 shares

    0.49% of the 13F portfolio, value $5,248,464.

    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 174,132 shares
    Change vs previous 13F -4,456 shares

    0.57% of the 13F portfolio, value $5,810,793.

    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 178,588 shares
    Change vs previous 13F -3,284 shares

    0.58% of the 13F portfolio, value $5,382,637.

    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 181,872 shares
    Change vs previous 13F -9,866 shares

    0.59% of the 13F portfolio, value $5,014,199.

    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 191,738 shares
    Change vs previous 13F -7,423 shares

    0.65% of the 13F portfolio, value $5,105,988.

    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 199,161 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,811,518.

    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).