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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
Q3 		$3.4M Sell
116,090
-599
-0.5% -$17.6K 1.25% 14
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Ridgewood Investments's SCHB Position: Q3 2026 in Review

Ridgewood Investments reduced its Schwab US Broad Market ETF (SCHB) stake by 0.51% in Q3 2026, selling an estimated $17.6K and leaving 116,090 shares worth $3.4M. The position accounts for 1.25% of the portfolio, ranked #14.

Ridgewood Investments first reported a position in SCHB in Q4 2016 and has held it in 28 quarters since. 66 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Ridgewood Investments held 116,090 shares of Schwab US Broad Market ETF worth $3.4M as of Q3 2026.
  • Ridgewood Investments sold 599 Schwab US Broad Market ETF shares in Q3 2026, an estimated $17.6K.
  • Schwab US Broad Market ETF made up 1.25% of Ridgewood Investments's portfolio in Q3 2026, its #14 holding.
  • Ridgewood Investments first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 28 quarters since.
  • 66 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.