Charles Schwab Corporation shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $584k | 6.1k | 95.48 |
| 2025-06-30 | $706k | 7.7k | 91.24 |
| 2025-03-31 | $587k | 7.5k | 78.28 |
| 2024-12-31 | $540k | 7.3k | 74.01 |
| 2024-09-30 | $480k | 7.4k | 64.81 |
| 2024-06-30 | $548k | 7.4k | 73.69 |
| 2024-03-31 | $532k | 7.3k | 72.34 |
| 2023-12-31 | $1.3M | 19k | 68.80 |
| 2023-09-30 | $856k | 16k | 54.90 |
| 2023-06-30 | $423k | 7.5k | 56.68 |
| 2023-03-31 | $339k | 6.5k | 52.38 |
| 2022-12-31 | $545k | 6.6k | 83.26 |
| 2022-09-30 | $474k | 6.6k | 71.83 |
| 2022-06-30 | $401k | 6.4k | 63.11 |
| 2022-03-31 | $519k | 6.2k | 84.27 |
| 2021-09-30 | $697k | 9.6k | 72.82 |
| 2021-06-30 | $697k | 9.6k | 72.82 |
| 2021-03-31 | $710k | 11k | 65.18 |
| 2020-12-31 | $576 | 1.3k | 0.45 |
| 2020-09-30 | $347k | 9.6k | 36.27 |
| 2020-06-30 | $309k | 9.1k | 33.79 |
| 2019-12-31 | $281k | 5.9k | 47.53 |