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Schwab Strategic Tr sht tm us tres shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 2.6k 24.40
2025-06-30 $64k 2.6k 24.38
2025-03-31 $64k 2.6k 24.34

More positions owned by Richards, Merrill & Peterson

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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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 Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres