RMR Wealth Builders’s Schwab US Large- Cap ETF SCHX Stock Holding History

RMR Wealth Builders’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.47M	Sell	151,953 -11,821	-7%	-$338K	0.28%	56
2026 Q1	$4.2M	Sell	163,774 -1,240	-0.8%	-$33.3K	0.33%	45
2025 Q4	$4.44M	Buy	165,014 +358	+0.2%	+$9.56K	0.36%	44
2025 Q3	$4.34M	Sell	164,656 -3,309	-2%	-$84K	0.36%	37
2025 Q2	$4.11M	Buy	167,965 +13,139	+8%	+$297K	0.37%	36
2025 Q1	$3.42M	Buy	154,826 +3,975	+3%	+$92.5K	0.36%	37
2024 Q4	$3.5M	Buy	150,851 +122,705	+436%	+$2.86M	0.36%	37
2024 Q3	$637K	Buy	+28,146	New	+$613K	0.07%	131
2022 Q2	–	Sell	-13,287	Closed	-$239K	–	213
2022 Q1	$239K	Buy	+13,287	New	+$235K	0.05%	184
2021 Q2	–	Sell	-5,238	Closed	-$84K	–	600
2021 Q1	$84K	Buy	+5,238	New	+$82.1K	0.02%	292

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

RMR Wealth Builders reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.2% in Q2 2026, selling an estimated $338K and leaving 151,953 shares worth $4.47M. The position accounts for 0.28% of the portfolio, ranked #56.

RMR Wealth Builders first reported a position in SCHX in Q1 2021 and has held it in 10 quarters since. 604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

RMR Wealth Builders held 151,953 shares of Schwab US Large- Cap ETF worth $4.47M as of Q2 2026.
RMR Wealth Builders sold 11,821 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $338K.
Schwab US Large- Cap ETF made up 0.28% of RMR Wealth Builders's portfolio in Q2 2026, its #56 holding.
RMR Wealth Builders first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 10 quarters since.
604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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