Richards, Merrill & Peterson, Inc. Schwab Strategic Tr Us Dividen Transaction History

Richards, Merrill & Peterson, Inc.

  • $210 Billion
  • Q2 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 83,553 shares of SCHD stock, worth $2.29 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
83,553
Previous 74,455 12.22%
Holding current value
$2.29 Million
Previous $2.08 Billion 6.36%
% of portfolio
1.05%
Previous 1.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$24.32 - $27.87 $221,263 - $253,561
9,098 Added 12.22%
83,553 $2.21 Billion
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $22,850 - $24,144
846 Added 1.15%
74,455 $2.08 Billion
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $1.98 Million - $6.25 Million
73,609 New
73,609 $2.01 Billion

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Richards, Merrill & Peterson, Inc. Portfolio

Follow Richards, Merrill & Peterson, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richards, Merrill & Peterson, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Richards, Merrill & Peterson, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email