RMR Wealth Builders SCHO holdings history
SCHWAB SHORT-TERM US TREAS · CUSIP 808524862 · CIK 1803848
As of 2026-06-30, RMR Wealth Builders reported 1.65M SCHO (shares), valued at $39.85M, or 2.47% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 107.28%; reported value increased 106.17%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.47% | 1,650,711 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.52% | 796,357 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 1.28% | 656,804 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.12% | 547,150 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.99% | 445,132 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 0.86% | 337,364 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 0.60% | 243,192 | SEC filing ↗Filed Jan 14, 2025Amended |
| Q3 2024 | 0.49% | 94,794 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.48% | 87,280 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 0.48% | 82,267 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 0.39% | 57,258 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 0.34% | 45,016 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.34% | 45,016 | $2.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 0.39% | 57,258 | $2.77M | Shares increased 27.19%; reported value increased 28.68%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 0.48% | 82,267 | $3.97M | Shares increased 43.68%; reported value increased 42.97%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 0.48% | 87,280 | $4.20M | Shares increased 6.09%; reported value increased 5.92%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 0.49% | 94,794 | $4.64M | Shares increased 8.61%; reported value increased 10.53%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.60% | 243,192 | $5.85M | Shares increased 156.55%; reported value increased 26.02%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 0.86% | 337,364 | $8.21M | Shares increased 38.72%; reported value increased 40.34%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 0.99% | 445,132 | $10.85M | Shares increased 31.94%; reported value increased 32.16%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 1.12% | 547,150 | $13.35M | Shares increased 22.92%; reported value increased 23.02%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 1.28% | 656,804 | $16.01M | Shares increased 20.04%; reported value increased 19.89%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.52% | 796,357 | $19.33M | Shares increased 21.25%; reported value increased 20.75%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 2.47% | 1,650,711 | $39.85M | Shares increased 107.28%; reported value increased 106.17%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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