Ridgewood Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $94K | Buy |
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|
2025
Q1 | $99K | Sell |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $171K | Sell |
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|
2024
Q2 | $162K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $531K | Hold |
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|
2021
Q4 | $544K | Hold |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $516K | Hold |
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|
2021
Q1 | $497K | Buy |
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