RI
SCHV

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ridgewood Investments's SCHV Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 69,306 shares worth $2.11M. The stake represents 0.86% of the portfolio and ranks #23 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in SCHV as recently as Q3 2025.

Ridgewood Investments first reported a position in SCHV in Q1 2023 and has held it in 9 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Ridgewood Investments held 69,306 shares of Schwab US Large-Cap Value ETF worth $2.11M as of Q1 2026.
  • Schwab US Large-Cap Value ETF was a new Ridgewood Investments position in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.86% of Ridgewood Investments's portfolio in Q1 2026, its #23 holding.
  • Ridgewood Investments first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 9 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.