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Disclosery

RMR Wealth Builders: SCHO position timeline

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

RMR Wealth Builders held 1,650,711 SCHO 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 1,650,711 shares
    Change vs previous 13F +854,354 shares

    2.47% of the 13F portfolio, value $39,848,157.

    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 796,357 shares
    Change vs previous 13F +139,553 shares

    1.52% of the 13F portfolio, value $19,327,585.

    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 656,804 shares
    Change vs previous 13F +109,654 shares

    1.28% of the 13F portfolio, value $16,006,324.

    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 547,150 shares
    Change vs previous 13F +102,018 shares

    1.12% of the 13F portfolio, value $13,350,470.

    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 445,132 shares
    Change vs previous 13F +107,768 shares

    0.99% of the 13F portfolio, value $10,852,320.

    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 337,364 shares
    Change vs previous 13F +94,172 shares

    0.86% of the 13F portfolio, value $8,211,447.

    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 243,192 shares
    Change vs previous 13F +148,398 shares

    0.6% of the 13F portfolio, value $5,851,189.

    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 94,794 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,643,028.

    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).