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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 – 596
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 – 639
2023
Q2 		$17.3K Hold
732
– – 0.01% 454
2023
Q1 		$16.6K Buy
+732
New +$16.9K 0.01% 470

Other funds holding SCHM

Financial Engines Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Ridgewood Investments's SCHM Position: Q3 2025 in Review

Ridgewood Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 342 shares — an estimated $9.59K sold.

Ridgewood Investments first reported a position in SCHM in Q1 2023 and held it in 7 quarters. The position peaked at $20.3K in Q3 2024. 945 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Ridgewood Investments reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 342 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $9.59K.
  • Ridgewood Investments first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Schwab US Mid-Cap ETF position peaked at $20.3K in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.