Ridgewood Investments LLC Schwab Strategic Tr Us Dividen Transaction History

Ridgewood Investments LLC

$208 Million
Q4 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 6,090 shares of SCHD stock, worth $170,459. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,090

Previous 2,025 200.74%

Holding current value

$170,459

Previous $171,000 2.92%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$26.93 - $84.95 $109,470 - $345,321	4,065 Added 200.74%	6,090 $166,000
Q3 2024 Oct 04, 2024	SELL	$77.02 - $85.06 $4,236 - $4,678	-55 Reduced 2.64%	2,025 $171,000
Q2 2024 Jul 29, 2024	BUY	$75.81 - $80.15 $157,684 - $166,712	2,080 New	2,080 $161,000
Q3 2023 Oct 20, 2023	SELL	$70.63 - $75.66 $8,475 - $9,079	-120 Reduced 2.1%	5,582 $394,000
Q2 2023 Aug 07, 2023	BUY	$69.18 - $73.94 $11,760 - $12,569	170 Added 3.07%	5,702 $414,000
Q4 2022 Jan 19, 2023	SELL	$67.16 - $79.06 $80,592 - $94,872	-1,200 Reduced 17.83%	5,532 $0
Q3 2021 Oct 20, 2021	SELL	$74.23 - $78.13 $6,680 - $7,031	-90 Reduced 1.32%	6,732 $500,000
Q1 2021 Apr 27, 2021	BUY	$63.23 - $73.67 $431,355 - $502,576	6,822 New	6,822 $497,000

Others Institutions Holding SCHD

# of Institutions

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Ridgewood Investments LLC Schwab Strategic Tr Us Dividen Transaction History