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Rockbridge Investment Management, LCC: SCHZ position timeline

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

Rockbridge Investment Management, LCC held 10,420,258 SCHZ 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 10,420,258 shares
    Change vs previous 13F +726,661 shares

    19.57% of the 13F portfolio, value $241,020,562.

    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 9,693,597 shares
    Change vs previous 13F +735,662 shares

    20.23% of the 13F portfolio, value $225,085,313.

    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 8,957,935 shares
    Change vs previous 13F +999,097 shares

    19.47% of the 13F portfolio, value $209,346,938.

    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 7,958,838 shares
    Change vs previous 13F +575,958 shares

    18.44% of the 13F portfolio, value $186,793,921.

    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 7,382,880 shares
    Change vs previous 13F +477,759 shares

    18.39% of the 13F portfolio, value $171,578,125.

    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 6,905,121 shares
    Change vs previous 13F +634,923 shares

    18.93% of the 13F portfolio, value $159,922,598.

    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 6,270,198 shares
    Change vs previous 13F +3,421,595 shares

    18.24% of the 13F portfolio, value $142,333,505.

    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 2,848,603 shares
    Change vs previous 13F not available

    17.53% of the 13F portfolio, value $135,365,593.

    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).