Richardson Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Richardson Capital Management LLC
- $122 Billion
- Q1 2024
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 2,401 shares of SCHB stock, worth $152,151. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,401
Previous 2,233
7.52%
Holding current value
$152,151
Previous $124 Million
17.88%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$228 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$215 Million14.63% of portfolio