RMP
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Richards, Merrill & Peterson’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Richards, Merrill & Peterson’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.21M Buy
83,553
+9,098
+12% +$241K 1.05% 18
2025
Q1 		$2.08M Buy
74,455
+846
+1% +$23.7K 1.08% 18
2024
Q4 		$2.01M Buy
+73,609
New +$2.01M 1.05% 17