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Ridgewood Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ridgewood Investments’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$298K Sell
12,220
-16,820
-58% -$409K 0.13% 179
2025
Q2 		$708K Sell
29,040
-280
-1% -$6.8K 0.31% 91
2025
Q1 		$714K Sell
29,320
-2,050
-7% -$49.6K 0.33% 90
2024
Q4 		$755K Sell
31,370
-230
-0.7% -$5.57K 0.36% 82
2024
Q3 		$774K Sell
31,600
-4,500
-12% -$109K 0.39% 77
2024
Q2 		$869K Buy
36,100
+2,000
+6% +$48K 0.43% 69
2024
Q1 		$822K Buy
34,100
+7,700
+29% +$186K 0.44% 71
2023
Q4 		$640K Buy
26,400
+5,800
+28% +$139K 0.38% 93
2023
Q3 		$493K Sell
20,600
-500
-2% -$12K 0.32% 100
2023
Q2 		$507K Buy
21,100
+4,400
+26% +$107K 0.29% 102
2023
Q1 		$407K Hold
16,700
– – 0.25% 107
2022
Q4 		$403K Buy
16,700
+2,900
+21% +$69.9K 0.29% 116
2022
Q3 		$333K Buy
13,800
+400
+3% +$9.78K 0.28% 121
2022
Q2 		$330K Sell
13,400
-1,350
-9% -$33.3K 0.26% 126
2022
Q1 		$365K Hold
14,750
– – 0.24% 129
2021
Q4 		$375K Buy
14,750
+200
+1% +$5.1K 0.24% 131
2021
Q3 		$372K Buy
14,550
+2,850
+24% +$73K 0.25% 125
2021
Q2 		$300K Buy
11,700
+1,800
+18% +$46.2K 0.19% 146
2021
Q1 		$254K Buy
+9,900
New +$254K 0.16% 165
2020
Q1 		– Sell
-8,384
Closed -$212K – 189
2019
Q4 		$212K Buy
+8,384
New +$212K 0.15% 169

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ridgewood Investments's SCHO Position: Q3 2025 in Review

Ridgewood Investments reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 58% in Q3 2025, selling an estimated $409K and leaving 12,220 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #179.

Ridgewood Investments first reported a position in SCHO in Q4 2019 and has held it in 20 quarters since. The position peaked at $869K in Q2 2024. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Ridgewood Investments held 12,220 shares of Schwab Short-Term US Treasury ETF worth $298K as of Q3 2025.
  • Ridgewood Investments sold 16,820 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $409K.
  • Schwab Short-Term US Treasury ETF made up 0.13% of Ridgewood Investments's portfolio in Q3 2025, its #179 holding.
  • Ridgewood Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 20 quarters since.
  • Ridgewood Investments's Schwab Short-Term US Treasury ETF position peaked at $869K in Q2 2024.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

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