RMR Wealth Builders’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 | $705K | Buy |
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|
2025
Q1 | $587K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2019
Q4 | $281K | Buy |
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