Richardson Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History
Richardson Capital Management LLC
- $143 Billion
- Q3 2024
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 460,767 shares of SCHD stock, worth $12.9 Million. This represents 27.21% of its overall portfolio holdings.
Number of Shares
460,767
Previous 449,348
2.54%
Holding current value
$12.9 Million
Previous $34.9 Billion
11.47%
% of portfolio
27.21%
Previous 26.89%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio