Ridgewood Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Hold |
144
| – | – | ﹤0.01% | 587 |
|
|
2025
Q1 | $3.37K | Sell |
144
-952
| -87% | -$22.3K | ﹤0.01% | 589 |
|
|
2024
Q4 | $28.3K | Sell |
1,096
-400
| -27% | -$10.3K | 0.01% | 387 |
|
|
2024
Q3 | $38.5K | Hold |
1,496
| – | – | 0.02% | 349 |
|
|
2024
Q2 | $35.5K | Buy |
+1,496
| New | +$35.5K | 0.02% | 369 |
|
|
2023
Q3 | – | Sell |
-1,496
| Closed | -$32.8K | – | 630 |
|
|
2023
Q2 | $32.8K | Hold |
1,496
| – | – | 0.02% | 389 |
|
|
2023
Q1 | $31.4K | Buy |
+1,496
| New | +$31.4K | 0.02% | 406 |
|
|
2019
Q2 | – | Sell |
-16,644
| Closed | -$291K | – | 199 |
|
|
2019
Q1 | $291K | Hold |
16,644
| – | – | 0.24% | 131 |
|
|
2018
Q4 | $317K | Hold |
16,644
| – | – | 0.25% | 115 |
|
|
2018
Q3 | $317K | Hold |
16,644
| – | – | 0.25% | 116 |
|
|
2018
Q2 | $306K | Buy |
+16,644
| New | +$306K | 0.27% | 112 |
|