A detailed history of Ridgewood Investments LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ridgewood Investments LLC holds 21,292 shares of SCHW stock, worth $1.76 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
21,292
Previous 10,105 110.71%
Holding current value
$1.76 Million
Previous $744,000 85.35%
% of portfolio
0.68%
Previous 0.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$61.74 - $76.08 $690,685 - $851,106
11,187 Added 110.71%
21,292 $1.38 Million
Q2 2024

Jul 29, 2024

SELL
$70.03 - $78.9 $28,222 - $31,796
-403 Reduced 3.84%
10,105 $744,000
Q1 2024

Apr 10, 2024

BUY
$61.89 - $72.38 $12,996 - $15,199
210 Added 2.04%
10,508 $760,000
Q4 2023

Jan 11, 2024

BUY
$49.33 - $70.98 $84,255 - $121,233
1,708 Added 19.88%
10,298 $708,000
Q3 2023

Oct 20, 2023

BUY
$54.2 - $67.94 $99,348 - $124,534
1,833 Added 27.13%
8,590 $471,000
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $160,442 - $193,533
3,387 Added 100.5%
6,757 $382,000
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $174,936 - $288,472
3,370 New
3,370 $176,000
Q1 2022

Apr 11, 2022

SELL
$75.69 - $95.53 $201,032 - $253,727
-2,656 Closed
0 $0
Q4 2021

Jan 18, 2022

SELL
$73.23 - $85.82 $36,541 - $42,824
-499 Reduced 15.82%
2,656 $223,000
Q3 2021

Oct 20, 2021

SELL
$66.68 - $77.38 $88,751 - $102,992
-1,331 Reduced 29.67%
3,155 $230,000
Q2 2021

Jul 22, 2021

SELL
$63.69 - $76.01 $1,847 - $2,204
-29 Reduced 0.64%
4,486 $327,000
Q1 2021

Apr 27, 2021

SELL
$51.54 - $67.65 $303,261 - $398,052
-5,884 Reduced 56.58%
4,515 $294,000
Q3 2020

Oct 14, 2020

BUY
$33.02 - $36.28 $343,374 - $377,275
10,399 New
10,399 $377,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $150B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
Track This Portfolio

Track Ridgewood Investments LLC Portfolio

Follow Ridgewood Investments LLC and customize your updates to receive the information that matters most to you.

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.