Richardson Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Richardson Capital Management LLC
- $130 Billion
- Q2 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 167,428 shares of SCHM stock, worth $4.68 Million. This represents 10.03% of its overall portfolio holdings.
Number of Shares
167,428
Previous 166,660
0.46%
Holding current value
$4.68 Million
Previous $13.6 Billion
3.98%
% of portfolio
10.03%
Previous 11.09%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio