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Disclosery

RMR Wealth Builders: SCHM position timeline

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

RMR Wealth Builders held 37,126 SCHM 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 37,126 shares
    Change vs previous 13F +121 shares

    0.09% of the 13F portfolio, value $1,368,835.

    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 37,005 shares
    Change vs previous 13F -43 shares

    0.09% of the 13F portfolio, value $1,145,687.

    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 37,048 shares
    Change vs previous 13F +126 shares

    0.09% of the 13F portfolio, value $1,114,045.

    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 36,922 shares
    Change vs previous 13F -1,327 shares

    0.09% of the 13F portfolio, value $1,094,379.

    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 38,249 shares
    Change vs previous 13F +5,437 shares

    0.1% of the 13F portfolio, value $1,072,875.

    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 32,812 shares
    Change vs previous 13F +1,039 shares

    0.09% of the 13F portfolio, value $859,681.

    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 31,773 shares
    Change vs previous 13F +26,432 shares

    0.09% of the 13F portfolio, value $880,429.

    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 5,341 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $443,802.

    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).