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 $57,975. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,025
Previous 2,080 2.64%
Holding current value
$57,975
Previous $161,000 6.21%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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