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 $173,321. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,090

Previous 2,025 200.74%

Holding current value

$173,321

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

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

Ridgewood Investments LLC Schwab Strategic Tr Us Dividen Transaction History