RMR Wealth Builders
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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
Q3 		$4.46M Sell
148,764
-3,189
-2% -$95.5K 0.26% 62
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% +$9.6K 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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

RMR Wealth Builders reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q3 2026, selling an estimated $95.5K and leaving 148,764 shares worth $4.46M. The position accounts for 0.26% of the portfolio, ranked #62.

RMR Wealth Builders first reported a position in SCHX in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.47M in Q2 2026. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • RMR Wealth Builders held 148,764 shares of Schwab US Large- Cap ETF worth $4.46M as of Q3 2026.
  • RMR Wealth Builders sold 3,189 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $95.5K.
  • Schwab US Large- Cap ETF made up 0.26% of RMR Wealth Builders's portfolio in Q3 2026, its #62 holding.
  • RMR Wealth Builders first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 11 quarters since.
  • RMR Wealth Builders's Schwab US Large- Cap ETF position peaked at $4.47M in Q2 2026.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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