Richards, Merrill & Peterson, Inc. Schwab Strategic Tr Us Small C Transaction History
Richards, Merrill & Peterson, Inc.
- $210 Billion
- Q2 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 $117,055. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,530
Previous 4,530
-0.0%
Holding current value
$117,055
Previous $106 Million
7.98%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,274Shares Held
250MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$682 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$467 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$370 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$132 Million0.26% of portfolio