Ridgewood Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Ridgewood Investments’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,500	Closed	-$306K	–	200
2023 Q3	$306K	Hold	14,500	–	–	0.2%	131
2023 Q2	$319K	Hold	14,500	–	–	0.18%	135
2023 Q1	$324K	Hold	14,500	–	–	0.2%	132
2022 Q4	$312K	Sell	14,500 -3,500	-19%	-$74.8K	0.22%	142
2022 Q3	$378K	Buy	18,000 +600	+3%	+$13.4K	0.31%	111
2022 Q2	$388K	Hold	17,400	–	–	0.31%	108
2022 Q1	$416K	Buy	17,400 +1,300	+8%	+$32.1K	0.27%	119
2021 Q4	$416K	Buy	16,100 +2,850	+22%	+$73.8K	0.26%	121
2021 Q3	$346K	Buy	13,250 +4,450	+51%	+$117K	0.23%	131
2021 Q2	$231K	Buy	+8,800	New	+$229K	0.15%	168

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Ridgewood Investments's SCHI Position: Q4 2023 in Review

Ridgewood Investments sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023, closing a stake of 14,500 shares — an estimated $306K sold.

Ridgewood Investments first reported a position in SCHI in Q2 2021 and held it in 10 quarters. The position peaked at $416K in Q1 2022. 167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

Ridgewood Investments reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Ridgewood Investments sold 14,500 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2023, an estimated $306K.
Ridgewood Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2021 and held it in 10 quarters.
Ridgewood Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $416K in Q1 2022.
167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Ridgewood Investments's 13F filing for Q4 2023, filed 11 Jan 2024.