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Richardson Capital Management LLC: SCHX position timeline

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

Richardson Capital Management LLC held 1,791,575 SCHX 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 1,791,575 shares
    Change vs previous 13F -4,413 shares

    22.53% of the 13F portfolio, value $52,726,053.

    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 1,795,988 shares
    Change vs previous 13F +48,112 shares

    22.23% of the 13F portfolio, value $46,049,123.

    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 1,747,876 shares
    Change vs previous 13F -137,374 shares

    23.6% of the 13F portfolio, value $47,035,343.

    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 1,885,250 shares
    Change vs previous 13F -397,227 shares

    23.6% of the 13F portfolio, value $49,657,496.

    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 2,282,477 shares
    Change vs previous 13F +231,693 shares

    29.25% of the 13F portfolio, value $55,783,729.

    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 2,050,784 shares
    Change vs previous 13F +314,228 shares

    28.24% of the 13F portfolio, value $45,281,315.

    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 1,736,556 shares
    Change vs previous 13F +1,187,577 shares

    25.6% of the 13F portfolio, value $40,253,365.

    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 548,979 shares
    Change vs previous 13F not available

    26.02% of the 13F portfolio, value $37,248,246.

    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).