Richardson Capital Management LLC Schwab Strategic Tr 1000 Index Transaction History

Richardson Capital Management LLC

$157 Billion
Q4 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 62,174 shares of SCHK stock, worth $1.82 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

62,174

Previous 31,271 98.82%

Holding current value

$1.82 Million

Previous $1.73 Billion 1.8%

% of portfolio

1.12%

Previous 1.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$27.45 - $55.56 $848,287 - $1.72 Million	30,903 Added 98.82%	62,174 $1.76 Billion
Q3 2024 Nov 05, 2024	BUY	$49.82 - $55.29 $7,373 - $8,182	148 Added 0.48%	31,271 $1.73 Billion
Q2 2024 Jul 26, 2024	SELL	$47.83 - $52.72 $14,970 - $16,501	-313 Reduced 1.0%	31,123 $1.63 Billion
Q1 2024 Apr 17, 2024	BUY	$45.19 - $50.67 $1.3 Million - $1.45 Million	28,701 Added 1049.4%	31,436 $1.59 Billion
Q4 2023 Feb 12, 2024	BUY	$39.52 - $46.21 $108,087 - $126,384	2,735 New	2,735 $1.45 Billion

Others Institutions Holding SCHK

# of Institutions

189

Shares Held

45.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

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Richardson Capital Management LLC Schwab Strategic Tr 1000 Index Transaction History