Richards, Merrill & Peterson, Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 620 shares of SCHG stock, worth $19,895. This represents 0.01% of its overall portfolio holdings.
Number of Shares
620
Previous 1,947
68.16%
Holding current value
$19,895
Previous $48.8 Million
62.85%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.77 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio