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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on SCHD, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 162,179 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,179 shares
    Change vs previous 13F +10,350 shares

    1.63% of the 13F portfolio, value $5,142,691.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,829 shares
    Change vs previous 13F +31,545 shares

    1.71% of the 13F portfolio, value $4,658,122.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 120,284 shares
    Change vs previous 13F +25,638 shares

    1.26% of the 13F portfolio, value $3,299,399.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 94,646 shares
    Change vs previous 13F +11,093 shares

    1.12% of the 13F portfolio, value $2,583,827.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,553 shares
    Change vs previous 13F +9,098 shares

    1.05% of the 13F portfolio, value $2,214,156.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,455 shares
    Change vs previous 13F +846 shares

    1.08% of the 13F portfolio, value $2,081,765.

    13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,609 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,010,991.

    13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).