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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.14M	Buy	162,179 +10,350	+7%	+$328K	1.63%	13
2026 Q1	$4.66M	Buy	151,829 +31,545	+26%	+$957K	1.71%	12
2025 Q4	$3.3M	Buy	120,284 +25,638	+27%	+$697K	1.26%	16
2025 Q3	$2.58M	Buy	94,646 +11,093	+13%	+$303K	1.12%	18
2025 Q2	$2.21M	Buy	83,553 +9,098	+12%	+$238K	1.05%	18
2025 Q1	$2.08M	Buy	74,455 +846	+1%	+$23.6K	1.08%	18
2024 Q4	$2.01M	Buy	+73,609	New	+$2.09M	1.05%	17

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Richards, Merrill & Peterson increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.8% in Q2 2026, buying an estimated $328K and bringing the position to 162,179 shares worth $5.14M. The position accounts for 1.63% of the portfolio, ranked #13.

Richards, Merrill & Peterson first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Richards, Merrill & Peterson held 162,179 shares of Schwab US Dividend Equity ETF worth $5.14M as of Q2 2026.
Richards, Merrill & Peterson bought 10,350 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $328K.
Schwab US Dividend Equity ETF made up 1.63% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #13 holding.
Richards, Merrill & Peterson first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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