Ridgewood Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ridgewood Investments’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Buy	71,569 +2,263	+3%	+$74.5K	0.93%	19
2026 Q1	$2.11M	Buy	+69,306	New	+$2.16M	0.86%	23
2025 Q3	$1.62M	Buy	55,806 +13,707	+33%	+$389K	0.69%	41
2025 Q2	$1.16M	Buy	42,099 +14,750	+54%	+$388K	0.5%	55
2025 Q1	$727K	Buy	27,349 +13,546	+98%	+$364K	0.34%	87
2024 Q4	$360K	Buy	13,803 +7,197	+109%	+$194K	0.17%	134
2024 Q3	$177K	Buy	6,606 +5,034	+320%	+$129K	0.09%	184
2024 Q2	$38.8K	Buy	+1,572	New	+$38.8K	0.02%	354
2023 Q3	–	Sell	-84	Closed	-$1.88K	–	641
2023 Q2	$1.88K	Hold	84	–	–	﹤0.01%	703
2023 Q1	$1.84K	Buy	+84	New	+$1.87K	﹤0.01%	699

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Ridgewood Investments's SCHV Position: Q2 2026 in Review

Ridgewood Investments increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.3% in Q2 2026, buying an estimated $74.5K and bringing the position to 71,569 shares worth $2.49M. The position accounts for 0.93% of the portfolio, ranked #19.

Ridgewood Investments first reported a position in SCHV in Q1 2023 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Ridgewood Investments held 71,569 shares of Schwab US Large-Cap Value ETF worth $2.49M as of Q2 2026.
Ridgewood Investments bought 2,263 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $74.5K.
Schwab US Large-Cap Value ETF made up 0.93% of Ridgewood Investments's portfolio in Q2 2026, its #19 holding.
Ridgewood Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 10 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.