Charles Schwab Corporation shares owned by Ridgewood Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ridgewood Investments
from 13F filings
Historical chart of Ridgewood Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ridgewood Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 15k | 74.01 |
| 2024-09-30 | $1.4M | 21k | 64.81 |
| 2024-06-30 | $745k | 10k | 73.69 |
| 2024-03-31 | $760k | 11k | 72.34 |
| 2023-12-31 | $709k | 10k | 68.80 |
| 2023-09-30 | $472k | 8.6k | 54.90 |
| 2023-06-30 | $383k | 6.8k | 56.68 |
| 2023-03-31 | $177k | 3.4k | 52.38 |
| 2021-12-31 | $223k | 2.7k | 83.96 |
| 2021-09-30 | $230k | 3.2k | 72.90 |
| 2021-06-30 | $327k | 4.5k | 72.89 |
| 2021-03-31 | $294k | 4.5k | 65.12 |
| 2020-12-31 | $377k | 10k | 36.25 |
| 2020-09-30 | $377k | 10k | 36.25 |