Ridgewood Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59K | Hold |
342
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $8.96K | Hold |
342
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $9.48K | Sell |
342
-390
| -53% | -$10.8K | ﹤0.01% | 481 |
|
|
2024
Q3 | $20.3K | Hold |
732
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $19K | Buy |
+732
| New | +$19K | 0.01% | 443 |
|
|
2023
Q3 | – | Sell |
-732
| Closed | -$17.3K | – | 634 |
|
|
2023
Q2 | $17.3K | Hold |
732
| – | – | 0.01% | 454 |
|
|
2023
Q1 | $16.6K | Buy |
+732
| New | +$16.6K | 0.01% | 469 |
|