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Richards, Merrill & Peterson’s Schwab US Large- Cap ETF SCHX Stock Holding History

Richards, Merrill & Peterson’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95.8K Sell
3,919
-500
-11% -$12.2K 0.05% 165
2025
Q1 		$97.6K Hold
4,419
– – 0.05% 190
2024
Q4 		$102K Buy
+4,419
New +$102K 0.05% 186