Back to SCHW-PJ
RICHARDS, MERRILL & PETERSON, INC. → SCHW-PJ
RICHARDS, MERRILL & PETERSON, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
36
Latest value
$63K
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $120K |
| Q4 2025 | $94K |
| Q4 2025 | $250K |
| Q4 2025 | $213K |
| Q4 2025 | $115K |
| Q4 2025 | $129K |
| Q4 2025 | $35K |
| Q4 2025 | $3.3M |
| Q4 2025 | $64K |
| Q1 2026 | $113K |
| Q1 2026 | $90K |
| Q1 2026 | $167K |
| Q1 2026 | $219K |
| Q1 2026 | $118K |
| Q1 2026 | $132K |
| Q1 2026 | $36K |
| Q1 2026 | $4.7M |
| Q1 2026 | $64K |
| Q2 2026 | $111K |
| Q2 2026 | $103K |
| Q2 2026 | $134K |
| Q2 2026 | $171K |
| Q2 2026 | $141K |
| Q2 2026 | $164K |
| Q2 2026 | $40K |
| Q2 2026 | $5.1M |
| Q2 2026 | $63K |
| Q3 2026 | $117K |
| Q3 2026 | $105K |
| Q3 2026 | $89K |
| Q3 2026 | $163K |
| Q3 2026 | $99K |
| Q3 2026 | $148K |
| Q3 2026 | $40K |
| Q3 2026 | $5.5M |
| Q3 2026 | $63K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $63K | 2.6K | — | — |
| Q3 2026 | $5.5M | 168.8K | — | — |
| Q3 2026 | $40K | 1.3K | — | — |
| Q3 2026 | $148K | 4.5K | — | — |
| Q3 2026 | $99K | 2.9K | — | — |
| Q3 2026 | $163K | 4.9K | — | — |
| Q3 2026 | $89K | 2.5K | — | — |
| Q3 2026 | $105K | 3.5K | — | — |
| Q3 2026 | $117K | 1.2K | — | — |
| Q2 2026 | $63K | 2.6K | — | — |
| Q2 2026 | $5.1M | 162.2K | — | — |
| Q2 2026 | $40K | 1.3K | — | — |
| Q2 2026 | $164K | 4.5K | — | — |
| Q2 2026 | $141K | 3.8K | — | — |
| Q2 2026 | $171K | 4.9K | — | — |
| Q2 2026 | $134K | 4.0K | — | — |
| Q2 2026 | $103K | 3.5K | — | — |
| Q2 2026 | $111K | 1.2K | — | — |
| Q1 2026 | $64K | 2.6K | — | — |
| Q1 2026 | $4.7M | 151.8K | — | — |
| Q1 2026 | $36K | 1.3K | — | — |
| Q1 2026 | $132K | 4.5K | — | — |
| Q1 2026 | $118K | 3.8K | — | — |
| Q1 2026 | $219K | 7.2K | — | — |
| Q1 2026 | $167K | 5.7K | — | — |
| Q1 2026 | $90K | 3.5K | — | — |
| Q1 2026 | $113K | 1.2K | — | — |
| Q4 2025 | $64K | 2.6K | — | — |
| Q4 2025 | $3.3M | 120.3K | — | — |
| Q4 2025 | $35K | 1.3K | — | — |
| Q4 2025 | $129K | 4.5K | — | — |
| Q4 2025 | $115K | 3.8K | — | — |
| Q4 2025 | $213K | 7.2K | — | — |
| Q4 2025 | $250K | 7.7K | — | — |
| Q4 2025 | $94K | 3.5K | — | — |
| Q4 2025 | $120K | 1.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B