Ownership history in RMR Wealth Builders · 13 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SCHWAB STRATEGIC TR (SCHO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 656,804 | +109,654 | +20.0% | 1.28% | $16.0M | $24.21 |
| 2025 Q3 | ADDED | 547,150 | +102,018 | +22.9% | 1.12% | $13.4M | $23.94 |
| 2025 Q2 | ADDED | 445,132 | +107,768 | +31.9% | 0.99% | $10.9M | $23.67 |
| 2025 Q1 | ADDED | 337,364 | +94,172 | +38.7% | 0.86% | $8.2M | $23.39 |
| 2024 Q4 | ADDED | 243,192 | +148,398 | +156.5% | 0.61% | $5.9M | $22.95 |
| 2024 Q3 | ADDED | 94,794 | +7,514 | +8.6% | 0.49% | $4.6M | $23.05 |
| 2024 Q2 | ADDED | 87,280 | +5,013 | +6.1% | 0.48% | $4.2M | $22.40 |
| 2024 Q1 | ADDED | 82,267 | +25,009 | +43.7% | 0.48% | $4.0M | $22.20 |
| 2023 Q4 | ADDED | 57,258 | +12,242 | +27.2% | 0.39% | $2.8M | $22.14 |
| 2023 Q3 | ADDED | 45,016 | +3,375 | +8.1% | 0.34% | $2.2M | $21.59 |
As of 2025 Q4 — sorted by position size