Richardson Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History

Richardson Capital Management LLC

$210 Billion
Q3 2025

A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Richardson Capital Management LLC holds 5,732 shares of SCHB stock, worth $148,000. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,732

Previous 5,515 3.93%

Holding current value

$148,000

Previous $131 Million 12.13%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$23.82 - $25.84 $5,168 - $5,607	217 Added 3.93%	5,732 $147 Million
Q2 2025 Jul 23, 2025	BUY	$19.1 - $23.83 $305 - $381	16 Added 0.29%	5,515 $131 Million
Q1 2025 Apr 25, 2025	BUY	$21.23 - $23.75 $360 - $403	17 Added 0.31%	5,499 $118 Million
Q4 2024 Feb 03, 2025	BUY	$22.01 - $66.82 $66,162 - $200,860	3,006 Added 121.41%	5,482 $124 Million
Q3 2024 Nov 05, 2024	BUY	$59.93 - $66.52 $4,494 - $4,989	75 Added 3.12%	2,476 $165 Million

Q1 2024 Apr 17, 2024	BUY	$54.61 - $61.05 $9,174 - $10,256	168 Added 7.52%	2,401 $147 Million
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $106,313 - $124,847	2,233 New	2,233 $124 Million

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richardson Capital Management LLC with notifications on news.

Account

Richardson Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History