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 $11.9 Million. This represents 8.53% of its overall portfolio holdings.
Number of Shares
483,959
Previous 170,376
184.05%
Holding current value
$11.9 Million
Previous $14.2 Billion
5.27%
% of portfolio
8.53%
Previous 9.89%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,005Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio