RMP
SCHW

Richards, Merrill & Peterson’s Charles Schwab SCHW Stock Holding History

Richards, Merrill & Peterson’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Hold
1,202
– – 0.04% 215
2026
Q1 		$113K Hold
1,202
– – 0.04% 205
2025
Q4 		$120K Buy
+1,202
New +$114K 0.05% 188
2025
Q2 		– Sell
-1,202
Closed -$94.1K – 417
2025
Q1 		$94.1K Hold
1,202
– – 0.05% 194
2024
Q4 		$89K Buy
+1,202
New +$89.9K 0.05% 198

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Richards, Merrill & Peterson held its Charles Schwab (SCHW) position steady in Q2 2026 at 1,202 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #215.

Richards, Merrill & Peterson first reported a position in SCHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $120K in Q4 2025. 2,315 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Richards, Merrill & Peterson held 1,202 shares of Charles Schwab worth $111K as of Q2 2026.
  • Richards, Merrill & Peterson left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #215 holding.
  • Richards, Merrill & Peterson first reported a position in Charles Schwab in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's Charles Schwab position peaked at $120K in Q4 2025.
  • 2,315 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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