Skip to content
Disclosery

Rockefeller Capital Management L.P.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on SCHB, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 386,906 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,906 shares
    Change vs previous 13F +43,608 shares

    0.02% of the 13F portfolio, value $11,204,849.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 343,298 shares
    Change vs previous 13F -8,775 shares

    0.02% of the 13F portfolio, value $8,616,799.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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/A 352,073 shares
    Change vs previous 13F -5,355 shares

    0.02% of the 13F portfolio, value $9,234,901.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 357,428 shares
    Change vs previous 13F +3,316 shares

    0.02% of the 13F portfolio, value $9,189,501.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 354,112 shares
    Change vs previous 13F +195,845 shares

    0.02% of the 13F portfolio, value $8,438,502.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 158,267 shares
    Change vs previous 13F +78,654 shares

    0.01% of the 13F portfolio, value $3,407,510.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 79,613 shares
    Change vs previous 13F +54,625 shares

    <0.01% of the 13F portfolio, value $1,807,250.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 24,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,662,236.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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