Ridgewood Investments LLC Schwab Strategic Tr Us Dividen Transaction History
Ridgewood Investments LLC
- $201 Million
- Q3 2024
A detailed history of Ridgewood Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgewood Investments LLC holds 2,025 shares of SCHD stock, worth $54,837. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,025
Previous 2,080
2.64%
Holding current value
$54,837
Previous $161,000
6.21%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio