Richardson Capital Management LLC Schwab Strategic Tr 1000 Index Transaction History
Richardson Capital Management LLC
- $143 Billion
- Q3 2024
A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Richardson Capital Management LLC holds 31,271 shares of SCHK stock, worth $920,930. This represents 1.21% of its overall portfolio holdings.
Number of Shares
31,271
Previous 31,123
0.48%
Holding current value
$920,930
Previous $1.63 Billion
6.16%
% of portfolio
1.21%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
184Shares Held
44.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$842 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$205 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.5 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.8 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio