RCM
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Richardson Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Richardson Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144K Buy
5,731
+17
+0.3% +$446 0.07% 59
2025
Q4 		$150K Sell
5,714
-18
-0.3% -$469 0.08% 46
2025
Q3 		$147K Buy
5,732
+217
+4% +$5.37K 0.07% 46
2025
Q2 		$131K Buy
5,515
+16
+0.3% +$352 0.07% 51
2025
Q1 		$118K Buy
5,499
+17
+0.3% +$387 0.07% 51
2024
Q4 		$124K Sell
5,482
-1,946
-26% -$44.4K 0.08% 48
2024
Q3 		$165K Buy
7,428
+225
+3% +$4.8K 0.12% 33
2024
Q2 		$151K Hold
7,203
– – 0.12% 37
2024
Q1 		$147K Buy
7,203
+504
+8% +$9.75K 0.12% 35
2023
Q4 		$124K Buy
+6,699
New +$116K 0.12% 37

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EK
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