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

Ritter Daniher Financial Advisory LLC

  • $332 Million
  • Q4 2024

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 5,205 shares of SCHM stock, worth $148,446. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,205
Previous 1,735 200.0%
Holding current value
$148,446
Previous $144,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
990
Shares Held
224M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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