Ridgewood Investments LLC Schwab Intermediate Term Us Tr Transaction History

Ridgewood Investments LLC

  • $208 Million
  • Q4 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 17,312 shares of SCHR stock, worth $422,585. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,312
Previous 8,631 100.58%
Holding current value
$422,585
Previous $436,000 3.67%
% of portfolio
0.2%
Previous 0.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$24.19 - $50.58 $209,993 - $439,084
8,681 Added 100.58%
17,312 $420,000
Q3 2024

Oct 04, 2024
SELL
$48.4 - $50.91 $24,200 - $25,455
-500 Reduced 5.48%
8,631 $436,000
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
$48.12 - $50.24 $69,774 - $72,848
-1,450 Reduced 18.06%
6,581 $0
Q2 2022

Jul 19, 2022
SELL
$50.08 - $52.78 $13,772 - $14,514
-275 Reduced 3.31%
8,031 $414,000
Q1 2022

Apr 11, 2022
BUY
$52.72 - $55.84 $13,180 - $13,960
250 Added 3.1%
8,306 $442,000
Q4 2021

Jan 18, 2022
BUY
$55.82 - $56.81 $20,932 - $21,303
375 Added 4.88%
8,056 $452,000
Q3 2021

Oct 20, 2021
BUY
$56.59 - $57.62 $66,493 - $67,703
1,175 Added 18.06%
7,681 $436,000
Q2 2021

Jul 22, 2021
BUY
$56.38 - $57.16 $22,270 - $22,578
395 Added 6.46%
6,506 $370,000
Q1 2021

Apr 27, 2021
BUY
$56.41 - $58.25 $344,721 - $355,965
6,111 New
6,111 $345,000
Q1 2020

Apr 27, 2020
SELL
$55.04 - $58.78 $206,785 - $220,836
-3,757 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$54.79 - $56.05 $205,846 - $210,579
3,757 New
3,757 $206,000
Q3 2019

Oct 23, 2019
SELL
$54.92 - $55.68 $441,941 - $448,056
-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
402
Shares Held
201M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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More about SCHR
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