RI
SCHR

Ridgewood Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ridgewood Investments’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,312
Closed -$308K – 597
2025
Q2 		$308K Hold
12,312
– – 0.13% 163
2025
Q1 		$306K Sell
12,312
-5,000
-29% -$122K 0.14% 152
2024
Q4 		$421K Buy
17,312
+50
+0.3% +$1.23K 0.2% 123
2024
Q3 		$437K Sell
17,262
-1,000
-5% -$25K 0.22% 111
2024
Q2 		$445K Hold
18,262
– – 0.22% 119
2024
Q1 		$448K Buy
18,262
+5,700
+45% +$140K 0.24% 124
2023
Q4 		$312K Hold
12,562
– – 0.18% 140
2023
Q3 		$301K Hold
12,562
– – 0.2% 132
2023
Q2 		$310K Sell
12,562
-600
-5% -$15K 0.18% 136
2023
Q1 		$332K Hold
13,162
– – 0.2% 130
2022
Q4 		$324K Sell
13,162
-2,900
-18% -$71.4K 0.23% 137
2022
Q3 		$395K Hold
16,062
– – 0.33% 105
2022
Q2 		$414K Sell
16,062
-550
-3% -$14.2K 0.33% 105
2022
Q1 		$442K Buy
16,612
+500
+3% +$13.7K 0.29% 115
2021
Q4 		$452K Buy
16,112
+750
+5% +$21.1K 0.29% 113
2021
Q3 		$436K Buy
15,362
+2,350
+18% +$67.2K 0.3% 113
2021
Q2 		$370K Buy
13,012
+790
+6% +$22.4K 0.24% 132
2021
Q1 		$345K Buy
+12,222
New +$351K 0.21% 137
2020
Q1 		– Sell
-7,514
Closed -$206K – 190
2019
Q4 		$206K Buy
+7,514
New +$208K 0.15% 171
2019
Q3 		– Sell
-16,094
Closed -$442K – 193
2019
Q2 		$442K Hold
16,094
– – 0.35% 92
2019
Q1 		$433K Buy
16,094
+2,700
+20% +$71.6K 0.36% 85
2018
Q4 		$347K Hold
13,394
– – 0.28% 104
2018
Q3 		$347K Buy
13,394
+200
+2% +$5.21K 0.28% 105
2018
Q2 		$345K Buy
+13,194
New +$344K 0.31% 101

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Ridgewood Investments's SCHR Position: Q3 2025 in Review

Ridgewood Investments sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 12,312 shares — an estimated $308K sold.

Ridgewood Investments first reported a position in SCHR in Q2 2018 and held it in 24 quarters. The position peaked at $452K in Q4 2021. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Ridgewood Investments reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 12,312 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $308K.
  • Ridgewood Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and held it in 24 quarters.
  • Ridgewood Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $452K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

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