Richardson Capital Management LLC SCHD Holdings History
Richardson Capital Management LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Richardson Capital Management LLC held 1.62 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $43.01 Mil. This investment constitutes 22.55% of their stock portfolio, and Richardson Capital Management LLC now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 6 purchases of SCHD, at an average price of $41.06, for a total of 1.62 Mil shares. Based on historical transaction data and SCHD's current price of $27.28, Richardson Capital Management LLC's estimated gain on his SCHD holdings is $-22.36 Mil, reflecting a -33.56% gain to date.
Richardson Capital Management LLC SCHD ($27.28) Holding Chart
Richardson Capital Management LLC SCHD ($27.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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