Ridgewood Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Ridgewood Investments LLC

  • $201 Million
  • Q3 2024

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 5,160 shares of SCHB stock, worth $117,338. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,160
Previous 1,534 236.38%
Holding current value
$117,338
Previous $96,000 257.29%
% of portfolio
0.17%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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