Ridgewood Investments LLC

Position in SCHW — Schwab Charles Corp

CIK 1703556 SPRINGFIELD, NJ

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$474,729

-$8,798 QoQ

Shares Held

5,145

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,533

of 2,304 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ridgewood Investments LLC holds $743,548 across 2 Capital Markets names. SCHW ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SCHW	Schwab Charles Corp This page	5,145	$474,729
2	HGBL	Heritage Global Inc.	222,165	$268,819

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$474,729	5,145	0.0%	Shares	Sole	2026-08-03
2026-03-31	$483,527	5,145	-38.6%	Shares	Sole	2026-04-03
2025-09-30	$799,752	8,377	-12.1%	Shares	Sole	2025-10-30
2025-06-30	$869,243	9,527	-33.3%	Shares	Sole	2025-07-14
2025-03-31	$1,118,073	14,283	-4.1%	Shares	Sole	2025-05-07
2024-12-31	$1,101,860	14,888	-30.1%	Shares	Sole	2025-01-10
2024-09-30	$1,379,934	21,292	+110.7%	Shares	Sole	2024-10-04
2024-06-30	$744,637	10,105	-3.8%	Shares	Sole	2024-07-29
2024-03-31	$760,148	10,508	+2.0%	Shares	Sole	2024-04-10
2023-12-31	$708,502	10,298	+19.9%	Shares	Sole	2024-01-11
2023-09-30	$471,591	8,590	+27.1%	Shares	Sole	2023-10-20
2023-06-30	$382,986	6,757	+100.5%	Shares	Sole	2023-08-07
2023-03-31	$176,520	3,370	+26.9%	Shares	Sole	2023-04-25
2021-12-31	$223,369	2,656	-15.8%	Shares	Sole	2022-01-18
2021-09-30	$229,810	3,155	-29.7%	Shares	Sole	2021-10-20
2021-06-30	$326,625	4,486	-0.6%	Shares	Sole	2021-07-22
2021-03-31	$294,287	4,515	-56.6%	Shares	Sole	2021-04-27
2020-12-31	$551,562	10,399	0.0%	Shares	Sole	2021-01-19
2020-09-30	$376,755	10,399	—	Shares	Sole	2020-10-14
No filing history on record for this holder in this stock.