Ritter Daniher Financial Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Ritter Daniher Financial Advisory LLC

$366 Million
Q2 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 129 shares of SCHB stock, worth $3,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares

129

Previous 116 11.21%

Holding current value

$3,319

Previous $2,000 50.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$19.1 - $23.83 $248 - $309	13 Added 11.21%	129 $3,000
Q1 2025 May 09, 2025	BUY	$21.23 - $23.75 $679 - $760	32 Added 38.1%	116 $2,000
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $1,716 - $5,211	78 Added 1300.0%	84 $1,000
Q3 2024 Nov 07, 2024	BUY	$59.93 - $66.52 $239 - $266	4 Added 200.0%	6 $0
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $2,231 - $2,410	-45 Reduced 95.74%	2 $0
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $88 - $98	2 Added 4.44%	47 $2,000
Q4 2022 Feb 10, 2023	BUY	$41.94 - $47.81 $41 - $47	1 Added 2.27%	45 $2,000
Q2 2022 Aug 11, 2022	BUY	$42.93 - $53.98 $1,888 - $2,375	44 New	44 $2,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Ritter Daniher Financial Advisory LLC Schwab Strategic Tr Us Broad M Transaction History