Rmr Wealth Builders Schwab Strategic Tr Us Large C Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

A detailed history of Rmr Wealth Builders transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rmr Wealth Builders holds 167,965 shares of SCHX stock, worth $4.45 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

167,965

Previous 154,826 8.49%

Holding current value

$4.45 Million

Previous $3.4 Million 20.77%

% of portfolio

0.38%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$19.6 - $24.44 $257,524 - $321,117	13,139 Added 8.49%	167,965 $4.11 Million
Q1 2025 Apr 16, 2025	BUY	$21.75 - $24.28 $86,456 - $96,513	3,975 Added 2.64%	154,826 $3.4 Million
Q4 2024 Jan 10, 2025	BUY	$22.4 - $68.28 $3.17 Million - $9.66 Million	141,469 Added 1507.88%	150,851 $3.5 Million
Q3 2024 Oct 21, 2024	BUY	$61.11 - $67.85 $573,334 - $636,568	9,382 New	9,382 $636,000
Q2 2022 Aug 02, 2022	SELL	$43.35 - $54.51 $191,997 - $241,424	-4,429 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $219,279 - $253,648	4,429 New	4,429 $239,000
Q2 2021 Aug 16, 2021	SELL	$48.62 - $52.01 $42,445 - $45,404	-873 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$44.9 - $48.34 $39,197 - $42,200	873 New	873 $84,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Rmr Wealth Builders Schwab Strategic Tr Us Large C Transaction History