Ridgewood Investments LLC Schwab Strategic U.S. Mid Cap Transaction History
Ridgewood Investments LLC
- $208 Million
- Q4 2024
A detailed history of Ridgewood Investments LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ridgewood Investments LLC holds 342 shares of SCHM stock, worth $9,569. This represents 0.0% of its overall portfolio holdings.
Number of Shares
342
Previous 244
40.16%
Holding current value
$9,569
Previous $20,000
55.0%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio