Ridgewood Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
42,099
+14,750
| +54% | +$408K | 0.5% | 55 |
|
|
2025
Q1 | $727K | Buy |
27,349
+13,546
| +98% | +$360K | 0.34% | 87 |
|
|
2024
Q4 | $360K | Buy |
13,803
+7,197
| +109% | +$188K | 0.17% | 134 |
|
|
2024
Q3 | $177K | Buy |
6,606
+5,034
| +320% | +$135K | 0.09% | 184 |
|
|
2024
Q2 | $38.8K | Buy |
+1,572
| New | +$38.8K | 0.02% | 354 |
|
|
2023
Q3 | – | Sell |
-84
| Closed | -$1.88K | – | 636 |
|
|
2023
Q2 | $1.88K | Hold |
84
| – | – | ﹤0.01% | 696 |
|
|
2023
Q1 | $1.84K | Buy |
+84
| New | +$1.84K | ﹤0.01% | 691 |
|