Richardson Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History
Richardson Capital Management LLC
- $157 Billion
- Q4 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 1,397,211 shares of SCHD stock, worth $39.4 Million. This represents 24.28% of its overall portfolio holdings.
Number of Shares
1,397,211
Previous 460,767
203.24%
Holding current value
$39.4 Million
Previous $38.9 Billion
1.99%
% of portfolio
24.28%
Previous 27.21%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$802 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$756 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$733 Million4.56% of portfolio