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 170,376 shares of SCHM stock, worth $4.79 Million. This represents 9.89% of its overall portfolio holdings.

Number of Shares
170,376
Previous 167,428 1.76%
Holding current value
$4.79 Million
Previous $13 Billion 8.64%
% of portfolio
9.89%
Previous 10.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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