Ridgewood Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $800K | Sell |
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|
2025
Q2 | $869K | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $177K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $377K | Buy |
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