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Ridgewood Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Ridgewood Investments’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Buy
116,689
+1,874
+2% +$52.5K 1.26% 13
2026
Q1 		$2.88M Buy
+114,815
New +$3.01M 1.18% 14
2025
Q3 		$2.44M Buy
94,902
+20,821
+28% +$515K 1.03% 19
2025
Q2 		$1.77M Buy
74,081
+25,370
+52% +$559K 0.76% 30
2025
Q1 		$1.05M Buy
48,711
+23,227
+91% +$528K 0.49% 58
2024
Q4 		$578K Buy
25,484
+10,004
+65% +$228K 0.28% 98
2024
Q3 		$343K Buy
15,480
+10,878
+236% +$232K 0.17% 128
2024
Q2 		$96.4K Buy
+4,602
New +$93.2K 0.05% 245
2023
Q3 		– Sell
-1,812
Closed -$31.2K – 636
2023
Q2 		$31.2K Hold
1,812
– – 0.02% 394
2023
Q1 		$28.9K Buy
+1,812
New +$28.3K 0.02% 413
2021
Q1 		– Sell
-58,140
Closed -$772K – 209
2020
Q4 		$772K Hold
58,140
– – 0.61% 48
2020
Q3 		$772K Sell
58,140
-402
-0.7% -$5.29K 0.6% 49
2020
Q2 		$717K Hold
58,542
– – 0.59% 47
2020
Q1 		$590K Hold
58,542
– – 0.6% 47
2019
Q4 		$750K Sell
58,542
-11,400
-16% -$140K 0.53% 55
2019
Q3 		$828K Hold
69,942
– – 0.64% 40
2019
Q2 		$822K Hold
69,942
– – 0.64% 39
2019
Q1 		$793K Buy
69,942
+750
+1% +$8.19K 0.65% 39
2018
Q4 		$812K Hold
69,192
– – 0.65% 45
2018
Q3 		$812K Sell
69,192
-2,148
-3% -$24.8K 0.65% 45
2018
Q2 		$785K Buy
71,340
+34,578
+94% +$378K 0.7% 40
2018
Q1 		$391K Buy
36,762
+600
+2% +$6.59K 0.36% 81
2017
Q4 		$389K Sell
36,162
-930
-3% -$9.75K 0.35% 86
2017
Q3 		$377K Sell
37,092
-420
-1% -$4.17K 0.36% 79
2017
Q2 		$365K Buy
37,512
+420
+1% +$4.06K 0.37% 80
2017
Q1 		$353K Sell
37,092
-2,040
-5% -$19.1K 0.38% 77
2016
Q4 		$353K Buy
+39,132
New +$345K 0.42% 65

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ridgewood Investments's SCHB Position: Q2 2026 in Review

Ridgewood Investments increased its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, buying an estimated $52.5K and bringing the position to 116,689 shares worth $3.38M. The position accounts for 1.26% of the portfolio, ranked #13.

Ridgewood Investments first reported a position in SCHB in Q4 2016 and has held it in 27 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ridgewood Investments held 116,689 shares of Schwab US Broad Market ETF worth $3.38M as of Q2 2026.
  • Ridgewood Investments bought 1,874 Schwab US Broad Market ETF shares in Q2 2026, an estimated $52.5K.
  • Schwab US Broad Market ETF made up 1.26% of Ridgewood Investments's portfolio in Q2 2026, its #13 holding.
  • Ridgewood Investments first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 27 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.