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Schwab Strategic Tr cmn shares owned by Ridgewood Investments

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Ridgewood Investments from 13F filings

Historical chart of Ridgewood Investments investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Ridgewood Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Ridgewood Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $177k 2.2k 80.37
2024-06-30 $39k 524 74.08
2023-06-30 $1.9k 28 67.11
2023-03-31 $1.8k 28 65.57

More positions owned by Ridgewood Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Markel Corporation (MKL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Medtronic SHS (MDT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Smith & Nephew Spdn Adr New (SNN)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Ridgewood Investments

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn