RCM
RMR Capital Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
16,885
-3,334
| -16% | -$304K | 1.1% | 27 |
|
|
2025
Q1 | $1.58M | Buy |
20,219
+1,243
| +7% | +$97.3K | 1.12% | 27 |
|
|
2024
Q4 | $1.4M | Sell |
18,976
-2,856
| -13% | -$211K | 1.04% | 29 |
|
|
2024
Q3 | $1.41M | Sell |
21,832
-3,300
| -13% | -$214K | 1.16% | 25 |
|
|
2024
Q2 | $1.85M | Sell |
25,132
-2,870
| -10% | -$211K | 1.69% | 15 |
|
|
2024
Q1 | $2.03M | Hold |
28,002
| – | – | 1.85% | 12 |
|
|
2023
Q4 | $1.93M | Buy |
+28,002
| New | +$1.93M | 2.19% | 13 |
|