Rockwood Wealth Management, LLC: SCHD position timeline

Rockwood Wealth Management, LLC held 6,770 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,770 shares

   Change vs previous 13F +6,770 shares

   0.01% of the 13F portfolio, value $214,681.

   13F-HR 0002085853-26-000694 filed by Rockwood Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -12,784 shares

   13F-HR 0001667731-25-000782 filed by Rockwood Wealth Management, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 12,784 shares

   Change vs previous 13F +3,273 shares

   0.04% of the 13F portfolio, value $357,431.

   13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 9,511 shares

   Change vs previous 13F +6,433 shares

   0.03% of the 13F portfolio, value $258,975.

   13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,078 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $260,174.

   13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).