Richardson Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History

Richardson Capital Management LLC

$210 Billion
Q3 2025

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 776,078 shares of SCHD stock, worth $21.1 Million. This represents 10.07% of its overall portfolio holdings.

Number of Shares

776,078

Previous 1,622,840 52.18%

Holding current value

$21.1 Million

Previous $43 Billion 50.73%

% of portfolio

10.07%

Previous 22.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$26.38 - $27.95 $22.3 Million - $23.7 Million	-846,762 Reduced 52.18%	776,078 $21.2 Billion
Q2 2025 Jul 23, 2025	BUY	$24.32 - $27.87 $4.55 Million - $5.21 Million	186,892 Added 13.02%	1,622,840 $43 Billion
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $1.05 Million - $1.11 Million	38,737 Added 2.77%	1,435,948 $40.1 Billion
Q4 2024 Feb 03, 2025	BUY	$26.93 - $84.95 $25.2 Million - $79.6 Million	936,444 Added 203.24%	1,397,211 $38.2 Billion
Q3 2024 Nov 05, 2024	BUY	$77.02 - $85.06 $879,491 - $971,300	11,419 Added 2.54%	460,767 $38.9 Billion

Q2 2024 Jul 26, 2024	BUY	$75.81 - $80.15 $1.2 Million - $1.27 Million	15,883 Added 3.66%	449,348 $34.9 Billion
Q1 2024 Apr 17, 2024	BUY	$75.25 - $80.63 $32.6 Million - $34.9 Million	433,280 Added 234205.41%	433,465 $35 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $12,376 - $14,119	185 New	185 $31.1 Billion

Others Institutions Holding SCHD

# of Institutions

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Richardson Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History