Richards, Merrill & Peterson, Inc. Schwab Strategic Tr Us Dividen Transaction History
Richards, Merrill & Peterson, Inc.
- $192 Billion
- Q1 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 74,455 shares of SCHD stock, worth $1.95 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
74,455
Previous 73,609
1.15%
Holding current value
$1.95 Million
Previous $2.01 Billion
3.52%
% of portfolio
1.08%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio