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Disclosery

RMR Wealth Builders: SCHX position timeline

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

RMR Wealth Builders held 151,953 SCHX 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 151,953 shares
    Change vs previous 13F -11,821 shares

    0.28% of the 13F portfolio, value $4,471,981.

    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 163,774 shares
    Change vs previous 13F -1,240 shares

    0.33% of the 13F portfolio, value $4,199,176.

    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 165,014 shares
    Change vs previous 13F +358 shares

    0.36% of the 13F portfolio, value $4,440,526.

    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 164,656 shares
    Change vs previous 13F -3,309 shares

    0.36% of the 13F portfolio, value $4,337,047.

    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 167,965 shares
    Change vs previous 13F +13,139 shares

    0.37% of the 13F portfolio, value $4,105,071.

    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 154,826 shares
    Change vs previous 13F +3,975 shares

    0.36% of the 13F portfolio, value $3,418,553.

    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 150,851 shares
    Change vs previous 13F +141,469 shares

    0.36% of the 13F portfolio, value $3,496,736.

    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 9,382 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $636,539.

    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).