RMR Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
2025
Q1
$1.58M Buy
2024
Q4
$1.4M Sell
2024
Q3
$1.41M Sell
2024
Q2
$1.85M Sell
2024
Q1
$2.03M Hold
2023
Q4
$1.93M Buy