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Disclosery

RMR Capital Management, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RMR Capital Management, LLC on SCHW, newest first. How the timeline and the estimate are built.

RMR Capital Management, LLC held 16,845 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,845 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $1,554,288.

    13F-HR 0001172661-26-002833 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,845 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,583,093.

    13F-HR 0001172661-26-002432 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,845 shares
    Change vs previous 13F -40 shares

    1.21% of the 13F portfolio, value $1,682,984.

    13F-HR 0001172661-26-000665 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,885 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $1,612,011.

    13F-HR 0001172661-25-004554 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,885 shares
    Change vs previous 13F -3,334 shares

    1.1% of the 13F portfolio, value $1,540,587.

    13F-HR 0001172661-25-002746 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,219 shares
    Change vs previous 13F +1,243 shares

    1.14% of the 13F portfolio, value $1,582,743.

    13F-HR 0001172661-25-001782 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,976 shares
    Change vs previous 13F -2,856 shares

    1.05% of the 13F portfolio, value $1,404,414.

    13F-HR 0001172661-25-000323 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,832 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,414,932.

    13F-HR 0001172661-24-004472 filed by RMR Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).