Ridgewood Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ridgewood Investments’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-144	Closed	-$3.64K	–	591
2025 Q2	$3.64K	Hold	144	–	–	﹤0.01%	626
2025 Q1	$3.37K	Sell	144 -952	-87%	-$24.3K	﹤0.01%	589
2024 Q4	$28.3K	Sell	1,096 -400	-27%	-$10.6K	0.01%	387
2024 Q3	$38.5K	Hold	1,496	–	–	0.02%	349
2024 Q2	$35.5K	Buy	+1,496	New	+$35.5K	0.02%	369
2023 Q3	–	Sell	-1,496	Closed	-$32.8K	–	635
2023 Q2	$32.8K	Hold	1,496	–	–	0.02%	389
2023 Q1	$31.4K	Buy	+1,496	New	+$32.2K	0.02%	406
2019 Q2	–	Sell	-16,644	Closed	-$291K	–	200
2019 Q1	$291K	Hold	16,644	–	–	0.24%	131
2018 Q4	$317K	Hold	16,644	–	–	0.25%	115
2018 Q3	$317K	Hold	16,644	–	–	0.25%	116
2018 Q2	$306K	Buy	+16,644	New	+$301K	0.27%	112

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ridgewood Investments's SCHA Position: Q3 2025 in Review

Ridgewood Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 144 shares — an estimated $3.64K sold.

Ridgewood Investments first reported a position in SCHA in Q2 2018 and held it in 11 quarters. The position peaked at $317K in Q4 2018. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Ridgewood Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 144 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $3.64K.
Ridgewood Investments first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 11 quarters.
Ridgewood Investments's Schwab U.S Small- Cap ETF position peaked at $317K in Q4 2018.
1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.