Richards, Merrill & Peterson, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Richards, Merrill & Peterson, Inc.
- $192 Billion
- Q1 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 $71,887. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,640
Previous 2,640
-0.0%
Holding current value
$71,887
Previous $73.2 Million
5.45%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio