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WEDGEWOOD INVESTORS INC /PA/ Historic Quarter Change: USA ETF, Added

WEDGEWOOD INVESTORS INC /PA/ historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 22 quarters from 2013-06-30 to 2026-06-30, WEDGEWOOD INVESTORS INC /PA/ opened 39 positions, added to 26, reduced 120 and sold out of 30.

  • Q2 2026: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 109,945.
  • Q2 2026: Stock SCHB; Country of operation —; Class US BRD MKT ETF; Shares before 9,317.
  • Q4 2025: Stock XAIX; Country of operation —; Class ETF; Shares before 6,963.
  • Q4 2025: Stock XLK; Country of operation —; Class ETF; Shares before 763.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1125243), 22 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2023-12-31 to 2024-06-30, filed 2024-07-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-31); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-28); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-29); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-05); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2000-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF109,945116,326+6,381$2,818,990$3,423,474+$604,4842026-07-31
Q2 2026SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF9,3179,333+16$233,857$270,284+$36,4272026-07-31
Q4 2025XAIX
Xtrackr Arti Intelli Big ETF
ETF6,9637,171+208$289,034$307,655+$18,6212026-02-04
Q4 2025XLK
Technology Select Sector SPDR Fund ETF
ETF7631,476+713$215,059$212,500-$2,5592026-02-04
Q3 2025SCHX
SchwabUS LCap ETF
ETF96,53496,556+22$2,359,291$2,543,285+$183,9942025-10-23
Q3 2025XAIX
Xtrackr Arti Intelli Big ETF
ETF6,8136,963+150$260,665$289,034+$28,3692025-10-23
Q3 2025SCHB
Schwab US Broad Market ETF
ETF9,0809,275+195$216,376$238,460+$22,0842025-10-23
Q1 2025SCHX
SchwabUS LCap ETF
ETF101,758102,235+477$2,358,750$2,257,349-$101,4012025-04-29
Q1 2025SPY
SPDR S&P 500 ETF
ETF4,0864,153+67$2,394,549$2,322,981-$71,5682025-04-29
Q1 2025SCHA
Schwab US Small Cap ETF
ETF9,3449,490+146$241,636$222,351-$19,2852025-04-29
Q4 2024SCHX
SchwabUS LCap ETF
ETF33,948101,758+67,810$2,303,372$2,358,750+$55,3782025-01-30
Q4 2024SCHB
Schwab US Broad Market ETF
ETF3,0229,074+6,052$201,023$205,980+$4,9572025-01-30
Q4 2024SCHA
Schwab US Small Cap ETF
ETF4,6729,344+4,672$240,608$241,636+$1,0282025-01-30
Q2 2024SCHX
SchwabUS LCap ETF
ETF26,80233,991+7,189$1,511,633$2,183,922+$672,2892024-07-25
Q3 2016SPY
SPDR S&P 500 ETF
COM2,9053,340+435$609,000$722,000+$113,0002016-10-31
Q3 2016AGG
iShares Barclays Agg Bond ETF
COM2,2152,630+415$249,000$296,000+$47,0002016-10-31
Q3 2015SPY
SPDR S&P 500 ETF
COM1,1553,115+1,960$238,000$597,000+$359,0002015-11-04
Q3 2015IWM
iShares Russell 2000 ETF
COM3,3923,442+50$424,000$376,000-$48,0002015-11-04
Q1 2015IWP
iShares Russell MC Growth ETF
COM8,2928,332+40$773,000$816,000+$43,0002015-04-30
Q4 2014IVV
iShares S&P 500 ETF
COM6,4396,604+165$1,277,000$1,366,000+$89,0002015-01-30
Q4 2014IWM
iShares Russell 2000 ETF
COM3,2313,471+240$353,000$415,000+$62,0002015-01-30
Q4 2014IWO
iShares Russell 2000 Growth ETF
COM3,0733,173+100$399,000$452,000+$53,0002015-01-30
Q4 2014IWP
iShares Russell MC Growth ETF
COM8,1928,292+100$724,000$773,000+$49,0002015-01-30
Q3 2013Vanguard Index 500
CUSIP 922908108
MF10,91810,923+5$1,617,000$1,693,000+$76,0002013-11-01
Q3 2013SHY
iShares Barclays 1-3 Yr Trs Bd Fd
COM7,1827,184+2$605,000$607,000+$2,0002013-11-01
Q3 2013LQD
iShares IBoxx Inv Gr Corp Bd
COM3,4383,439+1$391,000$390,000-$1,0002013-11-01

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