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Ridgewood Investments LLC → SCHW-PJ

Ridgewood Investments LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
15
Latest value
$2.5M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$800K
Q3 2025$2.4M
Q3 2025$1.6M
Q3 2025$298K
Q1 2026$484K
Q1 2026$2.9M
Q1 2026$2.1M
Q2 2026$475K
Q2 2026$3.4M
Q2 2026$2.5M
Q2 2026$1.1M
Q3 2026$443K
Q3 2026$3.4M
Q3 2026$2.2M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M99.9K——
Q3 2026$2.2M67.3K——
Q3 2026$3.4M116.1K——
Q3 2026$443K4.5K——
Q2 2026$1.1M40.7K——
Q2 2026$2.5M71.6K——
Q2 2026$3.4M116.7K——
Q2 2026$475K5.1K——
Q1 2026$2.1M69.3K——
Q1 2026$2.9M114.8K——
Q1 2026$484K5.1K——
Q3 2025$298K12.2K——
Q3 2025$1.6M55.8K——
Q3 2025$2.4M94.9K——
Q3 2025$800K8.4K——

Other funds holding SCHW-PJ

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