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Disclosery

RMR Wealth Builders: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RMR Wealth Builders on SCHD, newest first. How the timeline and the estimate are built.

RMR Wealth Builders held 23,540 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,540 shares
    Change vs previous 13F +11,871 shares

    0.05% of the 13F portfolio, value $746,445.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 11,669 shares
    Change vs previous 13F -544 shares

    0.03% of the 13F portfolio, value $358,020.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 12,213 shares
    Change vs previous 13F -451 shares

    0.03% of the 13F portfolio, value $334,993.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 12,664 shares
    Change vs previous 13F -3,621 shares

    0.03% of the 13F portfolio, value $345,740.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 16,285 shares
    Change vs previous 13F +519 shares

    0.04% of the 13F portfolio, value $431,559.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 15,766 shares
    Change vs previous 13F +1,126 shares

    0.05% of the 13F portfolio, value $440,814.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 14,640 shares
    Change vs previous 13F +10,466 shares

    0.04% of the 13F portfolio, value $399,955.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 4,174 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $352,792.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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