A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Richardson Capital Management LLC holds 5,833 shares of SCHA stock, worth $164,023. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,833
Previous 5,793 0.69%
Holding current value
$164,023
Previous $275 Million 9.27%
% of portfolio
0.21%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$46.9 - $51.96 $1,876 - $2,078
40 Added 0.69%
5,833 $300 Million
Q2 2024

Jul 26, 2024

SELL
$45.24 - $49.04 $1,764 - $1,912
-39 Reduced 0.67%
5,793 $275 Million
Q1 2024

Apr 17, 2024

BUY
$44.84 - $49.24 $62,237 - $68,345
1,388 Added 31.23%
5,832 $287 Million
Q4 2023

Feb 12, 2024

BUY
$38.13 - $48.02 $169,449 - $213,400
4,444 New
4,444 $210 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Richardson Capital Management LLC Portfolio

Follow Richardson Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richardson Capital Management LLC with notifications on news.