Schwab U S Broad Market ETF shares owned by Ridgewood Investments
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ridgewood Investments
from 13F filings
Historical chart of Ridgewood Investments investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ridgewood Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 95k | 25.71 |
| 2025-06-30 | $1.8M | 74k | 23.83 |
| 2025-03-31 | $1.0M | 49k | 21.53 |
| 2024-12-31 | $579k | 26k | 22.70 |
| 2024-09-30 | $343k | 5.2k | 66.51 |
| 2024-06-30 | $96k | 1.5k | 62.87 |
| 2023-06-30 | $31k | 604 | 51.70 |
| 2023-03-31 | $29k | 604 | 47.85 |
| 2020-12-31 | $772k | 9.7k | 79.67 |
| 2020-09-30 | $772k | 9.7k | 79.67 |
| 2020-06-30 | $717k | 9.8k | 73.49 |
| 2020-03-31 | $590k | 9.8k | 60.47 |
| 2019-12-31 | $750k | 9.8k | 76.87 |
| 2019-09-30 | $828k | 12k | 71.03 |
| 2019-06-30 | $822k | 12k | 70.52 |
| 2019-03-31 | $793k | 12k | 68.03 |
| 2018-12-31 | $812k | 12k | 70.41 |
| 2018-09-30 | $812k | 12k | 70.41 |
| 2018-06-30 | $785k | 12k | 66.02 |
| 2018-03-31 | $391k | 6.1k | 63.82 |
| 2017-12-31 | $389k | 6.0k | 64.54 |
| 2017-09-30 | $377k | 6.2k | 60.98 |
| 2017-06-30 | $365k | 6.3k | 58.38 |
| 2017-03-31 | $353k | 6.2k | 57.10 |
| 2016-12-31 | $353k | 6.5k | 54.12 |