Richardson Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Richardson Capital Management LLC
- $122 Billion
- Q1 2024
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 166,660 shares of SCHM stock, worth $12.9 Million. This represents 11.09% of its overall portfolio holdings.
Number of Shares
166,660
Previous 147
113274.15%
Holding current value
$12.9 Million
Previous $16 Billion
15.27%
% of portfolio
11.09%
Previous 15.57%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio