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Disclosery

RMR Wealth Builders: SCHF position timeline

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

RMR Wealth Builders held 37,559 SCHF 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 37,559 shares
    Change vs previous 13F -166 shares

    0.06% of the 13F portfolio, value $1,040,378.

    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 37,725 shares
    Change vs previous 13F -88 shares

    0.07% of the 13F portfolio, value $933,694.

    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 37,813 shares
    Change vs previous 13F -716 shares

    0.07% of the 13F portfolio, value $909,025.

    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 38,529 shares
    Change vs previous 13F -2,587 shares

    0.08% of the 13F portfolio, value $896,948.

    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 41,116 shares
    Change vs previous 13F +12,884 shares

    0.08% of the 13F portfolio, value $908,663.

    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 28,232 shares
    Change vs previous 13F -664 shares

    0.06% of the 13F portfolio, value $558,431.

    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 28,896 shares
    Change vs previous 13F +14,392 shares

    0.06% of the 13F portfolio, value $534,578.

    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 14,504 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $596,404.

    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).