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Ridgewood Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ridgewood Investments’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-342
Closed -$9.59K – 597
2025
Q2 		$9.59K Hold
342
– – ﹤0.01% 521
2025
Q1 		$8.96K Hold
342
– – ﹤0.01% 494
2024
Q4 		$9.48K Sell
342
-390
-53% -$11.1K ﹤0.01% 502
2024
Q3 		$20.3K Hold
732
– – 0.01% 429
2024
Q2 		$19K Buy
+732
New +$19.2K 0.01% 446
2023
Q3 		– Sell
-732
Closed -$17.3K – 646
2023
Q2 		$17.3K Hold
732
– – 0.01% 454
2023
Q1 		$16.6K Buy
+732
New +$16.9K 0.01% 470

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