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Rockefeller Capital Management L.P.: SCHV position timeline

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

Rockefeller Capital Management L.P. held 60,747 SCHV 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 60,747 shares
    Change vs previous 13F +13,793 shares

    <0.01% of the 13F portfolio, value $2,114,635.

    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 46,954 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $1,432,122.

    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 47,704 shares
    Change vs previous 13F -2,058 shares

    <0.01% of the 13F portfolio, value $1,412,538.

    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 49,762 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $1,448,588.

    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 49,666 shares
    Change vs previous 13F -666 shares

    <0.01% of the 13F portfolio, value $1,374,258.

    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 50,332 shares
    Change vs previous 13F +9,334 shares

    <0.01% of the 13F portfolio, value $1,337,828.

    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 40,998 shares
    Change vs previous 13F +29,443 shares

    <0.01% of the 13F portfolio, value $1,068,843.

    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 11,555 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $928,711.

    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).