Richardson Capital Management LLC SCHX Holdings History
Richardson Capital Management LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Richardson Capital Management LLC held 2.28 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $55.78 Mil. This investment constitutes 29.25% of their stock portfolio, and Richardson Capital Management LLC now holds 0.1% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 6 purchases of SCHX, at an average price of $29.88, for a total of 2.28 Mil shares. Based on historical transaction data and SCHX's current price of $25.11, Richardson Capital Management LLC's estimated gain on his SCHX holdings is $-10.89 Mil, reflecting a -15.97% gain to date.
Richardson Capital Management LLC SCHX ($25.11) Holding Chart
Richardson Capital Management LLC SCHX ($25.11) 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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