RWB
RMR Wealth Builders’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
167,965
+13,139
| +8% | +$321K | 0.37% | 36 |
|
|
2025
Q1 | $3.42M | Buy |
154,826
+3,975
| +3% | +$87.8K | 0.36% | 37 |
|
|
2024
Q4 | $3.5M | Buy |
150,851
+141,469
| +1,508% | +$3.28M | 0.36% | 37 |
|
|
2024
Q3 | $637K | Buy |
+9,382
| New | +$637K | 0.07% | 131 |
|
|
2022
Q2 | – | Sell |
-4,429
| Closed | -$239K | – | 213 |
|
|
2022
Q1 | $239K | Buy |
+4,429
| New | +$239K | 0.05% | 184 |
|
|
2021
Q2 | – | Sell |
-873
| Closed | -$84K | – | 602 |
|
|
2021
Q1 | $84K | Buy |
+873
| New | +$84K | 0.02% | 292 |
|