RMR Wealth Builders
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RMR Wealth Builders’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RMR Wealth Builders’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Buy
34,044
+10,504
+45% +$354K 0.06% 119
2026
Q2 		$746K Buy
23,540
+11,871
+102% +$377K 0.05% 157
2026
Q1 		$358K Sell
11,669
-544
-4% -$16.5K 0.03% 210
2025
Q4 		$335K Sell
12,213
-451
-4% -$12.3K 0.03% 219
2025
Q3 		$346K Sell
12,664
-3,621
-22% -$98.8K 0.03% 217
2025
Q2 		$432K Buy
16,285
+519
+3% +$13.6K 0.04% 179
2025
Q1 		$441K Buy
15,766
+1,126
+8% +$31.4K 0.05% 161
2024
Q4 		$400K Buy
14,640
+2,118
+17% +$60.2K 0.04% 174
2024
Q3 		$353K Buy
12,522
+696
+6% +$19K 0.04% 193
2024
Q2 		$306K Sell
11,826
-2,610
-18% -$67.9K 0.04% 196
2024
Q1 		$388K Buy
14,436
+840
+6% +$21.7K 0.05% 174
2023
Q4 		$345K Sell
13,596
-1,635
-11% -$39K 0.05% 177
2023
Q3 		$359K Sell
15,231
-510
-3% -$12.5K 0.06% 166
2023
Q2 		$381K Buy
15,741
+1,590
+11% +$38K 0.06% 141
2023
Q1 		$345K Buy
+14,151
New +$354K 0.07% 149
2021
Q2 		– Sell
-2,859
Closed -$69K – 598
2021
Q1 		$69K Buy
+2,859
New +$65K 0.02% 318
2020
Q4 		– Sell
-11,058
Closed -$204K – 550
2020
Q3 		$204K Buy
+11,058
New +$203K 0.05% 201

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RMR Wealth Builders's SCHD Position: Q3 2026 in Review

RMR Wealth Builders increased its Schwab US Dividend Equity ETF (SCHD) stake by 45% in Q3 2026, buying an estimated $354K and bringing the position to 34,044 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #119.

RMR Wealth Builders first reported a position in SCHD in Q3 2020 and has held it in 17 quarters since. 1,380 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • RMR Wealth Builders held 34,044 shares of Schwab US Dividend Equity ETF worth $1.11M as of Q3 2026.
  • RMR Wealth Builders bought 10,504 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $354K.
  • Schwab US Dividend Equity ETF made up 0.06% of RMR Wealth Builders's portfolio in Q3 2026, its #119 holding.
  • RMR Wealth Builders first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 17 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.