SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

RICHARDS, MERRILL & PETERSON, INC.'s Holding History (CIK: 0000090108)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 120,284 Value ($000) $3,299 Avg Close — Range —
Q3 2025
Shares 94,646 Value ($000) $2,584 Avg Close — Range —
Q2 2025
Shares 83,553 Value ($000) $2,214 Avg Close — Range —
Q1 2025
Shares 74,455 Value ($000) $2,082 Avg Close — Range —
Q4 2024
Shares 73,609 Value ($000) $2,011 Avg Close — Range —