Richards, Merrill & Peterson, Inc. Schwab Strategic Tr Us Small C Transaction History
Richards, Merrill & Peterson, Inc.
- $232 Billion
- Q3 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 4,530 shares of SCHA stock, worth $124,257. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,530
Previous 4,530
-0.0%
Holding current value
$124,257
Previous $115 Million
10.28%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,322Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio