Richards, Merrill & Peterson’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Richards, Merrill & Peterson’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$148K	Hold	4,530	–	–	0.05%	205
2026 Q2	$164K	Hold	4,530	–	–	0.05%	202
2026 Q1	$132K	Hold	4,530	–	–	0.05%	198
2025 Q4	$129K	Hold	4,530	–	–	0.05%	185
2025 Q3	$126K	Hold	4,530	–	–	0.05%	173
2025 Q2	$115K	Hold	4,530	–	–	0.05%	163
2025 Q1	$106K	Buy	4,530 +50	+1%	+$1.27K	0.06%	183
2024 Q4	$116K	Buy	+4,480	New	+$119K	0.06%	173

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Richards, Merrill & Peterson's SCHA Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 4,530 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #205.

Richards, Merrill & Peterson first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $164K in Q2 2026. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Richards, Merrill & Peterson held 4,530 shares of Schwab U.S Small- Cap ETF worth $148K as of Q3 2026.
Richards, Merrill & Peterson left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.05% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #205 holding.
Richards, Merrill & Peterson first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Schwab U.S Small- Cap ETF position peaked at $164K in Q2 2026.
1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.