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Rockefeller Capital Management L.P.: SCHX position timeline

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

Rockefeller Capital Management L.P. held 665,051 SCHX 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 665,051 shares
    Change vs previous 13F -17,331 shares

    0.03% of the 13F portfolio, value $19,572,479.

    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 682,382 shares
    Change vs previous 13F +12,577 shares

    0.03% of the 13F portfolio, value $17,496,312.

    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 669,805 shares
    Change vs previous 13F +8,163 shares

    0.03% of the 13F portfolio, value $18,024,474.

    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 661,642 shares
    Change vs previous 13F +49,809 shares

    0.03% of the 13F portfolio, value $17,427,673.

    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 611,833 shares
    Change vs previous 13F +73,216 shares

    0.03% of the 13F portfolio, value $14,953,212.

    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 538,617 shares
    Change vs previous 13F +174,861 shares

    0.03% of the 13F portfolio, value $11,892,676.

    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 363,756 shares
    Change vs previous 13F +240,402 shares

    0.02% of the 13F portfolio, value $8,431,884.

    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 123,354 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,369,655.

    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).