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

Richardson Capital Management LLC

$157 Billion
Q4 2024

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 483,959 shares of SCHM stock, worth $12.7 Million. This represents 8.53% of its overall portfolio holdings.

Number of Shares

483,959

Previous 170,376 184.05%

Holding current value

$12.7 Million

Previous $14.2 Billion 5.27%

% of portfolio

8.53%

Previous 9.89%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,009

Shares Held

276M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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