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	-3,547	Closed	-$94K	–	594
2025 Q2	$94K	Buy	3,547 +7	+0.2%	+$183	0.04%	258
2025 Q1	$99K	Sell	3,540 -2,550	-42%	-$71.1K	0.05%	246
2024 Q4	$166K	Buy	6,090 +15	+0.2%	+$426	0.08%	187
2024 Q3	$171K	Sell	6,075 -165	-3%	-$4.5K	0.09%	190
2024 Q2	$162K	Buy	+6,240	New	+$162K	0.08%	196
2023 Q4	–	Sell	-16,746	Closed	-$395K	–	200
2023 Q3	$395K	Sell	16,746 -360	-2%	-$8.83K	0.26%	118
2023 Q2	$414K	Buy	17,106 +510	+3%	+$12.2K	0.24%	116
2023 Q1	$405K	Hold	16,596	–	–	0.25%	108
2022 Q4	$418K	Sell	16,596 -3,600	-18%	-$88.9K	0.3%	113
2022 Q3	$447K	Hold	20,196	–	–	0.37%	95
2022 Q2	$482K	Hold	20,196	–	–	0.38%	90
2022 Q1	$531K	Hold	20,196	–	–	0.35%	97
2021 Q4	$544K	Hold	20,196	–	–	0.35%	102
2021 Q3	$500K	Sell	20,196 -270	-1%	-$6.86K	0.34%	100
2021 Q2	$516K	Hold	20,466	–	–	0.33%	107
2021 Q1	$497K	Buy	+20,466	New	+$466K	0.3%	111