Richardson Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Richardson Capital Management LLC
- $191 Billion
- Q2 2025
A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Richardson Capital Management LLC holds 5,515 shares of SCHB stock, worth $135,172. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,515
Previous 5,499
0.29%
Holding current value
$135,172
Previous $118 Million
11.01%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,329Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.43 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio