Richardson Capital Management LLC Schwab Strategic Tr 1000 Index Transaction History
Richardson Capital Management LLC
- $143 Billion
- Q3 2024
A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Richardson Capital Management LLC holds 31,271 shares of SCHK stock, worth $894,976. This represents 1.21% of its overall portfolio holdings.
Number of Shares
31,271
Previous 31,123
0.48%
Holding current value
$894,976
Previous $1.63 Billion
6.16%
% of portfolio
1.21%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$819 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.6 Million6.53% of portfolio