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
2025 Q2	$9.59K	Hold
2025 Q1	$8.96K	Hold
2024 Q4	$9.48K	Sell
2024 Q3	$20.3K	Hold
2024 Q2	$19K	Buy
2023 Q3	–	Sell
2023 Q2	$17.3K	Hold
2023 Q1	$16.6K	Buy