Richardson Capital Management LLC SCHG Holdings History
Richardson Capital Management LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Richardson Capital Management LLC held 1.15 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $33.68 Mil. This investment constitutes 17.66% of their stock portfolio, and Richardson Capital Management LLC now holds 0.08% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 5 purchases of SCHG, at an average price of $39.37, for a total of 1.16 Mil shares. In addition, there have been 1 sales at an average price of $27.37 for 3,035.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Richardson Capital Management LLC's estimated gain on his SCHG holdings is $-10.77 Mil, reflecting a -23.66% gain to date.
Richardson Capital Management LLC SCHG ($30.06) Holding Chart
Richardson Capital Management LLC SCHG ($30.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
