RMR Wealth Builders

Position in SCHW — Schwab Charles Corp

CIK 1803848 Montclair, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$562,754

-$28,756 QoQ

Shares Held

6,099

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,449

of 2,304 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $8,639,292 across 5 Capital Markets names. SCHW ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,124	$6,193,629
2	MS	Morgan Stanley	6,308	$1,318,624
3	SCHW	Schwab Charles Corp This page	6,099	$562,754
4	LPLA	LPL Financial Holdings Inc.	1,214	$341,959
5	MKTX	Marketaxess Holdings Inc	1,959	$222,326

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,754	6,099	-3.1%	Shares	Sole	2026-07-24
2026-03-31	$591,510	6,294	+3.1%	Shares	Sole	2026-04-22
2025-12-31	$610,150	6,107	-0.2%	Shares	Sole	2026-01-29
2025-09-30	$584,180	6,119	-20.9%	Shares	Sole	2025-11-05
2025-06-30	$705,467	7,732	+3.2%	Shares	Sole	2025-07-08
2025-03-31	$586,552	7,493	+1.1%	Shares	Sole	2025-04-16
2024-09-30	$480,112	7,408	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$547,737	7,433	+1.2%	Shares	Sole	2024-07-23
2024-03-31	$531,554	7,348	-62.0%	Shares	Sole	2024-04-15
2023-12-31	$1,330,798	19,343	+24.0%	Shares	Sole	2024-02-06
2023-09-30	$856,385	15,599	+108.9%	Shares	Sole	2023-10-23
2023-06-30	$423,229	7,467	+15.3%	Shares	Sole	2023-07-21
2023-03-31	$339,317	6,478	-1.1%	Shares	Sole	2023-04-11
2022-12-31	$545,353	6,550	-0.7%	Shares	Sole	2023-02-15
2022-09-30	$474,270	6,599	+3.9%	Shares	Sole	2022-11-08
2022-06-30	$401,445	6,354	+3.2%	Shares	Sole	2022-08-02
2022-03-31	$519,265	6,159	-35.7%	Shares	Sole	2022-05-13
2021-09-30	$697,224	9,572	+0.0%	Shares	Sole	2021-10-18
2021-06-30	$696,864	9,571	-12.1%	Shares	Sole	2021-08-16
2021-03-31	$710,005	10,893	+0.3%	Shares	Sole	2021-05-13
2020-12-31	$576,120	10,862	+13.5%	Shares	Sole	2021-02-26
2020-09-30	$346,648	9,568	+4.6%	Shares	Sole	2020-11-13
2020-06-30	$308,518	9,144	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.