Richardson Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8M | Buy |
2,282,477
+231,693
| +11% | +$5.66M | 29.25% | 1 |
|
|
2025
Q1 | $45.3M | Buy |
2,050,784
+314,228
| +18% | +$6.94M | 28.24% | 1 |
|
|
2024
Q4 | $40.3M | Buy |
1,736,556
+89,619
| +5% | +$2.08M | 25.6% | 1 |
|
|
2024
Q3 | $37.2M | Buy |
1,646,937
+231,129
| +16% | +$5.23M | 26.02% | 2 |
|
|
2024
Q2 | $30.3M | Buy |
1,415,808
+87,753
| +7% | +$1.88M | 23.34% | 2 |
|
|
2024
Q1 | $27.5M | Buy |
1,328,055
+1,327,335
| +184,352% | +$27.5M | 22.46% | 2 |
|
|
2023
Q4 | $17.9M | Buy |
+720
| New | +$17.9M | 17.39% | 3 |
|