Richards, Merrill & Peterson, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Richards, Merrill & Peterson, Inc.
- $191 Billion
- Q4 2024
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 $76,744. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,640Holding current value
$76,744% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
270MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.73 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$831 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$293 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$220 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$217 Million2.94% of portfolio