Richardson Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History
Richardson Capital Management LLC
- $157 Billion
- Q4 2024
A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Richardson Capital Management LLC holds 1,397,211 shares of SCHD stock, worth $38.5 Million. This represents 24.28% of its overall portfolio holdings.
Number of Shares
1,397,211
Previous 460,767
203.24%
Holding current value
$38.5 Million
Previous $38.9 Billion
1.99%
% of portfolio
24.28%
Previous 27.21%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio