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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
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Richards, Merrill & Peterson's SCHA Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 4,530 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #202.

Richards, Merrill & Peterson first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Richards, Merrill & Peterson held 4,530 shares of Schwab U.S Small- Cap ETF worth $164K as of Q2 2026.
  • Richards, Merrill & Peterson left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #202 holding.
  • Richards, Merrill & Peterson first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.