Ridgewood Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Ridgewood Investments LLC

  • $236 Million
  • Q3 2025

A detailed history of Ridgewood Investments LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ridgewood Investments LLC holds 94,902 shares of SCHB stock, worth $2.45 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
94,902
Previous 74,081 28.11%
Holding current value
$2.45 Million
Previous $1.77 Million 38.19%
% of portfolio
1.03%
Previous 0.77%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$23.82 - $25.84 $495,956 - $538,014
20,821 Added 28.11%
94,902 $2.44 Million
Q2 2025

Jul 14, 2025
BUY
$19.1 - $23.83 $484,567 - $604,567
25,370 Added 52.08%
74,081 $1.77 Million
Q1 2025

May 07, 2025
BUY
$21.23 - $23.75 $493,109 - $551,641
23,227 Added 91.14%
48,711 $1.05 Million
Q4 2024

Jan 10, 2025
BUY
$22.01 - $66.82 $447,331 - $1.36 Million
20,324 Added 393.88%
25,484 $578,000
Q3 2024

Oct 04, 2024
BUY
$59.93 - $66.52 $217,306 - $241,201
3,626 Added 236.38%
5,160 $343,000
Q2 2024

Jul 29, 2024
BUY
$57.57 - $63.3 $88,312 - $97,102
1,534 New
1,534 $96,000
Q1 2023

Apr 25, 2023
BUY
$44.47 - $49.23 $26,859 - $29,734
604 New
604 $28,000
Q1 2021

Apr 27, 2021
SELL
$44.89 - $48.81 $434,984 - $472,968
-9,690 Closed
0 $0
Q3 2020

Oct 14, 2020
SELL
$36.93 - $42.52 $2,474 - $2,848
-67 Reduced 0.69%
9,690 $772,000
Q4 2019

Jan 15, 2020
SELL
$34.47 - $38.58 $65,493 - $73,302
-1,900 Reduced 16.3%
9,757 $750,000
Q1 2019

Apr 15, 2019
BUY
N/A
125 Added 1.08%
11,657 $793,000
Q3 2018

Oct 30, 2018
SELL
N/A
-358 Reduced 3.01%
11,532 $812,000
Q2 2018

Jul 23, 2018
BUY
N/A
5,763 Added 94.06%
11,890 $785,000
Q1 2018

Apr 17, 2018
BUY
N/A
100 Added 1.66%
6,127 $391,000
Q4 2017

Jan 12, 2018
SELL
N/A
-155 Reduced 2.51%
6,027 $389,000
Q3 2017

Nov 15, 2017
BUY
N/A
6,182
6,182 $377,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Ridgewood Investments LLC Portfolio

Follow Ridgewood Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgewood Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgewood Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email