RMR Capital Management »

Charles Schwab Corporation shares owned by RMR Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by RMR Capital Management from 13F filings

Historical chart of RMR Capital Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by RMR Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by RMR Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 22k 64.81
2024-03-31 $2.0M 28k 72.34
2023-12-31 $1.9M 28k 68.80

More positions owned by RMR Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Tesla Motors Put Option (TSLA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Sixth Street Specialty Lending (TSLX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Meta Financial (CASH)
Wal-Mart Stores (WMT)
St. Joe Company (JOE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for RMR Capital Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation