RWB
RMR Wealth Builders’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
7,732
+239
| +3% | +$21.8K | 0.06% | 143 |
|
|
2025
Q1 | $587K | Buy |
7,493
+201
| +3% | +$15.7K | 0.06% | 138 |
|
|
2024
Q4 | $540K | Sell |
7,292
-116
| -2% | -$8.59K | 0.06% | 147 |
|
|
2024
Q3 | $480K | Sell |
7,408
-25
| -0.3% | -$1.62K | 0.05% | 156 |
|
|
2024
Q2 | $548K | Buy |
7,433
+85
| +1% | +$6.26K | 0.06% | 145 |
|
|
2024
Q1 | $532K | Sell |
7,348
-11,995
| -62% | -$868K | 0.06% | 147 |
|
|
2023
Q4 | $1.33M | Buy |
19,343
+3,744
| +24% | +$258K | 0.19% | 65 |
|
|
2023
Q3 | $856K | Buy |
15,599
+8,132
| +109% | +$446K | 0.14% | 80 |
|
|
2023
Q2 | $423K | Buy |
7,467
+989
| +15% | +$56.1K | 0.07% | 134 |
|
|
2023
Q1 | $339K | Sell |
6,478
-72
| -1% | -$3.77K | 0.06% | 153 |
|
|
2022
Q4 | $545K | Sell |
6,550
-49
| -0.7% | -$4.08K | 0.12% | 90 |
|
|
2022
Q3 | $474K | Buy |
6,599
+245
| +4% | +$17.6K | 0.12% | 94 |
|
|
2022
Q2 | $401K | Buy |
6,354
+195
| +3% | +$12.3K | 0.1% | 123 |
|
|
2022
Q1 | $519K | Buy |
+6,159
| New | +$519K | 0.11% | 118 |
|
|
2021
Q4 | – | Sell |
-9,572
| Closed | -$697K | – | 190 |
|
|
2021
Q3 | $697K | Buy |
9,572
+1
| +0% | +$73 | 0.2% | 75 |
|
|
2021
Q2 | $697K | Sell |
9,571
-1,322
| -12% | -$96.3K | 0.23% | 71 |
|
|
2021
Q1 | $710K | Buy |
10,893
+31
| +0.3% | +$2.02K | 0.18% | 79 |
|
|
2020
Q4 | $576K | Buy |
10,862
+1,294
| +14% | +$68.6K | 0.28% | 68 |
|
|
2020
Q3 | $347K | Buy |
9,568
+424
| +5% | +$15.4K | 0.09% | 143 |
|
|
2020
Q2 | $309K | Buy |
+9,144
| New | +$309K | 0.28% | 83 |
|
|
2019
Q4 | $281K | Buy |
+5,912
| New | +$281K | 0.27% | 81 |
|