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Rockbridge Investment Management, LCC: SCHH position timeline

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

Rockbridge Investment Management, LCC held 43,791 SCHH 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 43,791 shares
    Change vs previous 13F -3,271 shares

    0.08% of the 13F portfolio, value $1,036,966.

    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 47,062 shares
    Change vs previous 13F -3,600 shares

    0.09% of the 13F portfolio, value $1,011,362.

    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 50,662 shares
    Change vs previous 13F -9,545 shares

    0.1% of the 13F portfolio, value $1,058,323.

    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 60,207 shares
    Change vs previous 13F -4,419 shares

    0.13% of the 13F portfolio, value $1,298,671.

    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 64,626 shares
    Change vs previous 13F -2,693 shares

    0.15% of the 13F portfolio, value $1,367,483.

    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 67,319 shares
    Change vs previous 13F -12,470 shares

    0.17% of the 13F portfolio, value $1,448,023.

    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 79,789 shares
    Change vs previous 13F -19,760 shares

    0.22% of the 13F portfolio, value $1,680,367.

    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 99,549 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,306,554.

    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).