Richardson Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Richardson Capital Management LLC

$210 Billion
Q3 2025

A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Richardson Capital Management LLC holds 133,096 shares of SCHM stock, worth $3.88 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

133,096

Previous 540,858 75.39%

Holding current value

$3.88 Million

Previous $15.2 Billion 74.0%

% of portfolio

1.87%

Previous 7.96%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$28.15 - $30.13 $11.5 Million - $12.3 Million	-407,762 Reduced 75.39%	133,096 $3.94 Billion
Q2 2025 Jul 23, 2025	BUY	$22.92 - $28.05 $1.11 Million - $1.36 Million	48,528 Added 9.86%	540,858 $15.2 Billion
Q1 2025 Apr 25, 2025	BUY	$25.58 - $29.24 $214,130 - $244,768	8,371 Added 1.73%	492,330 $12.9 Billion
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $8.64 Million - $26 Million	313,583 Added 184.05%	483,959 $13.4 Billion
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $222,485 - $245,214	2,948 Added 1.76%	170,376 $14.2 Billion

Q2 2024 Jul 26, 2024	BUY	$75.69 - $81.19 $58,129 - $62,353	768 Added 0.46%	167,428 $13 Billion
Q1 2024 Apr 17, 2024	BUY	$72.89 - $81.43 $12.1 Million - $13.6 Million	166,513 Added 113274.15%	166,660 $13.6 Billion
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $9,262 - $11,164	147 New	147 $16 Billion

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

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About SCHWAB STRATEGIC U.S. MID-CAP

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Richardson Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History