Richards, Merrill & Peterson, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Richards, Merrill & Peterson, Inc.

  • $232 Billion
  • Q3 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 3,815 shares of SCHM stock, worth $111,245. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,815
Previous 2,640 44.51%
Holding current value
$111,245
Previous $74.1 Million 52.7%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$28.15 - $30.13 $33,076 - $35,402
1,175 Added 44.51%
3,815 $113 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $72,705 - $219,225
2,640 New
2,640 $73.2 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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