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Richardson Capital Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richardson Capital Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Richardson Capital Management LLC held 403,966 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,966 shares
    Change vs previous 13F -17,666 shares

    5.47% of the 13F portfolio, value $12,809,750.

    13F-HR 0001621646-26-000003 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 421,632 shares
    Change vs previous 13F -284,816 shares

    6.24% of the 13F portfolio, value $12,935,682.

    13F-HR 0001621646-26-000002 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 706,448 shares
    Change vs previous 13F -69,630 shares

    9.72% of the 13F portfolio, value $19,377,874.

    13F-HR 0001621646-26-000001 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 776,078 shares
    Change vs previous 13F -846,762 shares

    10.07% of the 13F portfolio, value $21,186,941.

    13F-HR 0001621646-25-000006 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,622,840 shares
    Change vs previous 13F +186,892 shares

    22.55% of the 13F portfolio, value $43,005,256.

    13F-HR 0001621646-25-000004 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,435,948 shares
    Change vs previous 13F +38,737 shares

    25.04% of the 13F portfolio, value $40,149,119.

    13F-HR 0001621646-25-000003 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,397,211 shares
    Change vs previous 13F +936,444 shares

    24.28% of the 13F portfolio, value $38,171,806.

    13F-HR 0001621646-25-000001 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 460,767 shares
    Change vs previous 13F not available

    27.21% of the 13F portfolio, value $38,948,669.

    13F-HR 0001621646-24-000006 filed by Richardson Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).