Ridgewood Investments LLC Schwab Intermediate Term Us Tr Transaction History

Ridgewood Investments LLC

  • $191 Million
  • Q1 2024

A detailed history of Ridgewood Investments LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ridgewood Investments LLC holds 9,131 shares of SCHR stock, worth $443,036. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,131
Previous 6,281 45.37%
Holding current value
$443,036
Previous $312,000 43.27%
% of portfolio
0.23%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$48.64 - $49.88 $138,624 - $142,158
2,850 Added 45.37%
9,131 $447,000
Q2 2023

Aug 07, 2023
SELL
$49.25 - $50.96 $14,775 - $15,288
-300 Reduced 4.56%
6,281 $309,000
Q4 2022

Jan 19, 2023
SELL
$48.33 - $50.24 $70,078 - $72,848
-1,450 Reduced 18.06%
6,581 $0
Q2 2022

Jul 19, 2022
SELL
N/A
-275 Reduced 3.31%
8,031 $414,000
Q1 2022

Apr 11, 2022
BUY
N/A
250 Added 3.1%
8,306 $442,000
Q4 2021

Jan 18, 2022
BUY
N/A
375 Added 4.88%
8,056 $452,000
Q3 2021

Oct 20, 2021
BUY
N/A
1,175 Added 18.06%
7,681 $436,000
Q2 2021

Jul 22, 2021
BUY
N/A
395 Added 6.46%
6,506 $370,000
Q1 2021

Apr 27, 2021
BUY
N/A
6,111 New
6,111 $345,000
Q1 2020

Apr 27, 2020
SELL
N/A
-3,757 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
N/A
3,757 New
3,757 $206,000
Q3 2019

Oct 23, 2019
SELL
N/A
-8,047 Closed
0 $0
Q1 2019

Apr 15, 2019
BUY
N/A
1,350 Added 20.16%
8,047 $433,000
Q3 2018

Oct 30, 2018
BUY
N/A
100 Added 1.52%
6,697 $347,000
Q2 2018

Jul 23, 2018
BUY
N/A
6,597 New
6,597 $345,000

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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