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Schwab Strategic Tr us dividend eq shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 120k 27.43
2025-09-30 $2.6M 95k 27.30
2025-06-30 $2.2M 84k 26.50
2025-03-31 $2.1M 75k 27.96

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Home Depot (HD)

View all positions for Richards, Merrill & Peterson

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq