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Richardson Capital Management LLC: SCHG position timeline

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

Richardson Capital Management LLC held 1,044,509 SCHG 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 1,044,509 shares
    Change vs previous 13F -253 shares

    15.1% of the 13F portfolio, value $35,346,188.

    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 1,044,762 shares
    Change vs previous 13F +25,078 shares

    14.69% of the 13F portfolio, value $30,433,917.

    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 1,019,684 shares
    Change vs previous 13F -88,757 shares

    16.69% of the 13F portfolio, value $33,262,088.

    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 1,108,441 shares
    Change vs previous 13F -44,702 shares

    16.81% of the 13F portfolio, value $35,370,337.

    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 1,153,143 shares
    Change vs previous 13F +105,468 shares

    17.66% of the 13F portfolio, value $33,683,293.

    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 1,047,675 shares
    Change vs previous 13F +9,986 shares

    16.36% of the 13F portfolio, value $26,233,782.

    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 1,037,689 shares
    Change vs previous 13F +777,508 shares

    18.4% of the 13F portfolio, value $28,920,379.

    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 260,181 shares
    Change vs previous 13F not available

    18.93% of the 13F portfolio, value $27,105,649.

    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).