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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Hold
3,494
– – 0.03% 222
2026
Q1 		$89.6K Hold
3,494
– – 0.03% 214
2025
Q4 		$94K Sell
3,494
-425
-11% -$11.3K 0.04% 199
2025
Q3 		$103K Hold
3,919
– – 0.04% 177
2025
Q2 		$95.8K Sell
3,919
-500
-11% -$11.3K 0.05% 165
2025
Q1 		$97.6K Hold
4,419
– – 0.05% 190
2024
Q4 		$102K Buy
+4,419
New +$103K 0.05% 186

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Richards, Merrill & Peterson held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 3,494 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #222.

Richards, Merrill & Peterson first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $103K in Q3 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Richards, Merrill & Peterson held 3,494 shares of Schwab US Large- Cap ETF worth $103K as of Q2 2026.
  • Richards, Merrill & Peterson left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #222 holding.
  • Richards, Merrill & Peterson first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Schwab US Large- Cap ETF position peaked at $103K in Q3 2025.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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