Richardson Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Richardson Capital Management LLC

$191 Billion
Q2 2025

A detailed history of Richardson Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Richardson Capital Management LLC holds 540,858 shares of SCHM stock, worth $15.3 Million. This represents 7.96% of its overall portfolio holdings.

Number of Shares

540,858

Previous 492,330 9.86%

Holding current value

$15.3 Million

Previous $12.9 Billion 17.61%

% of portfolio

7.96%

Previous 8.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$22.92 - $28.05 $1.11 Million - $1.36 Million	48,528 Added 9.86%	540,858 $15.2 Billion
Q1 2025 Apr 25, 2025	BUY	$25.58 - $29.24 $214,130 - $244,768	8,371 Added 1.73%	492,330 $12.9 Billion
Q4 2024 Feb 03, 2025	BUY	$27.54 - $83.04 $8.64 Million - $26 Million	313,583 Added 184.05%	483,959 $13.4 Billion
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $222,485 - $245,214	2,948 Added 1.76%	170,376 $14.2 Billion
Q2 2024 Jul 26, 2024	BUY	$75.69 - $81.19 $58,129 - $62,353	768 Added 0.46%	167,428 $13 Billion
Q1 2024 Apr 17, 2024	BUY	$72.89 - $81.43 $12.1 Million - $13.6 Million	166,513 Added 113274.15%	166,660 $13.6 Billion
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $9,262 - $11,164	147 New	147 $16 Billion

Others Institutions Holding SCHM

# of Institutions

1,027

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Richardson Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History