Richardson Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History
Richardson Capital Management LLC
- $122 Billion
- Q1 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 433,465 shares of SCHD stock, worth $33.6 Million. This represents 28.57% of its overall portfolio holdings.
Number of Shares
433,465
Previous 185
234205.41%
Holding current value
$33.6 Million
Previous $31.1 Billion
12.56%
% of portfolio
28.57%
Previous 30.18%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio