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Schwab U S Small Cap ETF shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in Schwab U S Small Cap ETF

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All positions including Schwab U S Small Cap ETF held by Richards, Merrill & Peterson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $126k 4.5k 27.90
2025-06-30 $115k 4.5k 25.30
2025-03-31 $106k 4.5k 23.43

More positions owned by Richards, Merrill & Peterson

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Home Depot (HD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)

View all positions for Richards, Merrill & Peterson

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF