Richards, Merrill & Peterson, Inc. Schwab Strategic Tr Us Dividen Transaction History
Richards, Merrill & Peterson, Inc.
- $232 Billion
- Q3 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 94,646 shares of SCHD stock, worth $2.58 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
94,646
Previous 83,553
13.28%
Holding current value
$2.58 Million
Previous $2.21 Billion
16.7%
% of portfolio
1.12%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio