Richardson Capital Management LLC SCHK Holdings History
Richardson Capital Management LLC's Schwab 1000 Index ETF Holding Summary
As of 2025-06-30, Richardson Capital Management LLC held 89,045.00 shares of Schwab 1000 Index ETF(SCHK), totaling $2.66 Mil. This investment constitutes 1.39% of their stock portfolio, and Richardson Capital Management LLC now holds 0.06% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 3 purchases of SCHK, at an average price of $34.28, for a total of 89,806.00 shares. In addition, there have been 3 sales at an average price of $37.53 for 761.00 shares. Based on historical transaction data and SCHK's current price of $30.61, Richardson Capital Management LLC's estimated gain on his SCHK holdings is $-324,120.21, reflecting a -10.53% gain to date.
Richardson Capital Management LLC SCHK ($30.61) Holding Chart
Richardson Capital Management LLC SCHK ($30.61) 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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