Richards, Merrill & Peterson, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Richards, Merrill & Peterson, Inc.
- $210 Billion
- Q2 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 2,640 shares of SCHM stock, worth $78,751. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,640
Previous 2,640
-0.0%
Holding current value
$78,751
Previous $69.2 Million
7.06%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.8 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$883 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$316 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$306 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$282 Million3.22% of portfolio