Richardson Capital Management LLC SCHM Holdings History
Richardson Capital Management LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Richardson Capital Management LLC held 540,858.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $15.17 Mil. This investment constitutes 7.96% of their stock portfolio, and Richardson Capital Management LLC now holds 0.13% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 5 purchases of SCHM, at an average price of $41.31, for a total of 568,027.00 shares. In addition, there have been 1 sales at an average price of $28.51 for 27,169.00 shares. Based on historical transaction data and SCHM's current price of $28.92, Richardson Capital Management LLC's estimated gain on his SCHM holdings is $-7.05 Mil, reflecting a -30.04% gain to date.
Richardson Capital Management LLC SCHM ($28.92) Holding Chart
Richardson Capital Management LLC SCHM ($28.92) 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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