Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$110,908
-$2,055 QoQ
Shares Held
1,202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,008
of 2,304 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RICHARDS, MERRILL & PETERSON, INC. holds $2,788,607 across 3 Capital Markets names. SCHW ranks #3 (4.0% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,908 | 1,202 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $112,963 | 1,202 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $120,091 | 1,202 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $94,092 | 1,202 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $88,960 | 1,202 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||