RWB
SCHW

RMR Wealth Builders’s Charles Schwab SCHW Stock Holding History

RMR Wealth Builders’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Sell
6,099
-195
-3% -$17.8K 0.03% 185
2026
Q1 		$591K Buy
6,294
+187
+3% +$18.3K 0.05% 157
2025
Q4 		$610K Sell
6,107
-12
-0.2% -$1.14K 0.05% 156
2025
Q3 		$584K Sell
6,119
-1,613
-21% -$153K 0.05% 154
2025
Q2 		$705K Buy
7,732
+239
+3% +$20K 0.06% 143
2025
Q1 		$587K Buy
7,493
+201
+3% +$15.8K 0.06% 138
2024
Q4 		$540K Sell
7,292
-116
-2% -$8.68K 0.06% 147
2024
Q3 		$480K Sell
7,408
-25
-0.3% -$1.64K 0.05% 156
2024
Q2 		$548K Buy
7,433
+85
+1% +$6.28K 0.06% 145
2024
Q1 		$532K Sell
7,348
-11,995
-62% -$790K 0.06% 147
2023
Q4 		$1.33M Buy
19,343
+3,744
+24% +$216K 0.19% 65
2023
Q3 		$856K Buy
15,599
+8,132
+109% +$491K 0.14% 80
2023
Q2 		$423K Buy
7,467
+989
+15% +$51.8K 0.07% 134
2023
Q1 		$339K Sell
6,478
-72
-1% -$5.27K 0.06% 153
2022
Q4 		$545K Sell
6,550
-49
-0.7% -$3.8K 0.12% 90
2022
Q3 		$474K Buy
6,599
+245
+4% +$17K 0.12% 94
2022
Q2 		$401K Buy
6,354
+195
+3% +$13.4K 0.1% 123
2022
Q1 		$519K Buy
+6,159
New +$542K 0.11% 118
2021
Q4 		– Sell
-9,572
Closed -$697K – 190
2021
Q3 		$697K Buy
9,572
+1
+0% +$71 0.2% 75
2021
Q2 		$697K Sell
9,571
-1,322
-12% -$93.6K 0.23% 71
2021
Q1 		$710K Buy
10,893
+31
+0.3% +$1.88K 0.18% 79
2020
Q4 		$576K Buy
10,862
+1,294
+14% +$58.6K 0.28% 68
2020
Q3 		$347K Buy
9,568
+424
+5% +$14.8K 0.09% 143
2020
Q2 		$309K Buy
+9,144
New +$328K 0.28% 83
2019
Q4 		$281K Buy
+5,912
New +$261K 0.27% 81

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RMR Wealth Builders's SCHW Position: Q2 2026 in Review

RMR Wealth Builders reduced its Charles Schwab (SCHW) stake by 3.1% in Q2 2026, selling an estimated $17.8K and leaving 6,099 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #185.

RMR Wealth Builders first reported a position in SCHW in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.33M in Q4 2023. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • RMR Wealth Builders held 6,099 shares of Charles Schwab worth $563K as of Q2 2026.
  • RMR Wealth Builders sold 195 Charles Schwab shares in Q2 2026, an estimated $17.8K.
  • Charles Schwab made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #185 holding.
  • RMR Wealth Builders first reported a position in Charles Schwab in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Charles Schwab position peaked at $1.33M in Q4 2023.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.