Ridgewood Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ridgewood Investments’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,547	Closed	-$94K	–	593
2025 Q2	$94K	Buy	3,547 +7	+0.2%	+$183	0.04%	258
2025 Q1	$99K	Sell	3,540 -2,550	-42%	-$71.1K	0.05%	246
2024 Q4	$166K	Buy	6,090 +15	+0.2%	+$426	0.08%	187
2024 Q3	$171K	Sell	6,075 -165	-3%	-$4.5K	0.09%	190
2024 Q2	$162K	Buy	+6,240	New	+$162K	0.08%	196
2023 Q4	–	Sell	-16,746	Closed	-$395K	–	199
2023 Q3	$395K	Sell	16,746 -360	-2%	-$8.83K	0.26%	118
2023 Q2	$414K	Buy	17,106 +510	+3%	+$12.2K	0.24%	116
2023 Q1	$405K	Hold	16,596	–	–	0.25%	108
2022 Q4	$418K	Sell	16,596 -3,600	-18%	-$88.9K	0.3%	113
2022 Q3	$447K	Hold	20,196	–	–	0.37%	95
2022 Q2	$482K	Hold	20,196	–	–	0.38%	90
2022 Q1	$531K	Hold	20,196	–	–	0.35%	97
2021 Q4	$544K	Hold	20,196	–	–	0.34%	102
2021 Q3	$500K	Sell	20,196 -270	-1%	-$6.86K	0.34%	100
2021 Q2	$516K	Hold	20,466	–	–	0.33%	107
2021 Q1	$497K	Buy	+20,466	New	+$466K	0.3%	111

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ridgewood Investments's SCHD Position: Q3 2025 in Review

Ridgewood Investments sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 3,547 shares — an estimated $94K sold.

Ridgewood Investments first reported a position in SCHD in Q1 2021 and held it in 16 quarters. The position peaked at $544K in Q4 2021. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Ridgewood Investments reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 3,547 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $94K.
Ridgewood Investments first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 16 quarters.
Ridgewood Investments's Schwab US Dividend Equity ETF position peaked at $544K in Q4 2021.
1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

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