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Disclosery

Ridgewood Investments LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ridgewood Investments LLC on SCHW, newest first. How the timeline and the estimate are built.

Ridgewood Investments LLC held 4,534 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,534 shares
    Change vs previous 13F -611 shares

    0.16% of the 13F portfolio, value $443,153.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,145 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $474,729.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,145 shares
    Change vs previous 13F -3,232 shares

    0.2% of the 13F portfolio, value $483,527.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,377 shares
    Change vs previous 13F -1,150 shares

    0.34% of the 13F portfolio, value $799,752.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,527 shares
    Change vs previous 13F -4,756 shares

    0.38% of the 13F portfolio, value $869,243.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,283 shares
    Change vs previous 13F -605 shares

    0.52% of the 13F portfolio, value $1,118,073.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,888 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,101,847.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).