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Rockefeller Capital Management L.P.: SCHH position timeline

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

Rockefeller Capital Management L.P. held 342,801 SCHH 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 342,801 shares
    Change vs previous 13F -11,839 shares

    0.01% of the 13F portfolio, value $8,117,572.

    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 354,640 shares
    Change vs previous 13F +704 shares

    0.01% of the 13F portfolio, value $7,621,237.

    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 353,936 shares
    Change vs previous 13F -15,833 shares

    0.01% of the 13F portfolio, value $7,393,755.

    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 369,769 shares
    Change vs previous 13F +21,532 shares

    0.02% of the 13F portfolio, value $7,975,926.

    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 348,237 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $7,368,701.

    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 348,535 shares
    Change vs previous 13F -13,980 shares

    0.02% of the 13F portfolio, value $7,497,001.

    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 362,515 shares
    Change vs previous 13F -3,589 shares

    0.02% of the 13F portfolio, value $7,634,574.

    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 366,104 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,482,646.

    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).