Skip to content
Disclosery

Rockbridge Investment Management, LCC: SCHF position timeline

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

Rockbridge Investment Management, LCC held 248,778 SCHF 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 248,778 shares
    Change vs previous 13F -14,604 shares

    0.56% of the 13F portfolio, value $6,891,161.

    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 263,382 shares
    Change vs previous 13F -2,643 shares

    0.59% of the 13F portfolio, value $6,518,707.

    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 266,025 shares
    Change vs previous 13F -27,054 shares

    0.59% of the 13F portfolio, value $6,395,243.

    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 293,079 shares
    Change vs previous 13F +2,744 shares

    0.67% of the 13F portfolio, value $6,822,887.

    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 290,335 shares
    Change vs previous 13F -1,529 shares

    0.69% of the 13F portfolio, value $6,416,411.

    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 291,864 shares
    Change vs previous 13F -5,259 shares

    0.68% of the 13F portfolio, value $5,773,070.

    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 297,123 shares
    Change vs previous 13F +146,995 shares

    0.7% of the 13F portfolio, value $5,496,776.

    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 150,128 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,173,248.

    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).