Ritter Daniher Financial Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History

Ritter Daniher Financial Advisory LLC

$330 Million
Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 5,184 shares of SCHM stock, worth $140,227. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,184

Previous 5,205 0.4%

Holding current value

$140,227

Previous $144,000 6.25%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $537 - $614	-21 Reduced 0.4%	5,184 $135,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $95,563 - $288,148	3,470 Added 200.0%	5,205 $144,000
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $1,312 - $1,465	-18 Reduced 1.03%	1,735 $141,000
Q2 2023 Aug 10, 2023	SELL	$65.29 - $71.03 $13,710 - $14,916	-210 Reduced 10.7%	1,753 $124,000
Q4 2022 Feb 10, 2023	SELL	$61.05 - $69.94 $15,140 - $17,345	-248 Reduced 11.22%	1,963 $128,000
Q3 2022 Nov 09, 2022	SELL	$60.5 - $72.51 $4,961 - $5,945	-82 Reduced 3.58%	2,211 $134,000
Q2 2022 Aug 11, 2022	BUY	$60.91 - $76.4 $139,666 - $175,185	2,293 New	2,293 $144,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Ritter Daniher Financial Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History