Ritter Daniher Financial Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 43,250 shares of SCHX stock, worth $1.01 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
43,250
Previous 43,976 1.65%
Holding current value
$1.01 Million
Previous $1.02 Million 6.38%
% of portfolio
0.29%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $15,790 - $17,627
-726 Reduced 1.65%
43,250 $954,000
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $656,812 - $2 Million
29,322 Added 200.1%
43,976 $1.02 Million
Q3 2024

Nov 07, 2024
SELL
$61.11 - $67.85 $8,983 - $9,973
-147 Reduced 0.99%
14,654 $994,000
Q2 2024

Aug 12, 2024
SELL
$58.7 - $64.78 $4,754 - $5,247
-81 Reduced 0.54%
14,801 $950,000
Q1 2024

May 13, 2024
SELL
$55.41 - $62.08 $19,116 - $21,417
-345 Reduced 2.27%
14,882 $923,000
Q4 2023

Feb 09, 2024
SELL
$48.47 - $56.6 $46,676 - $54,505
-963 Reduced 5.95%
15,227 $858,000
Q2 2023

Aug 10, 2023
SELL
$47.67 - $52.37 $91,478 - $100,498
-1,919 Reduced 10.6%
16,190 $847,000
Q1 2023

May 11, 2023
BUY
$44.78 - $49.41 $23,330 - $25,742
521 Added 2.96%
18,109 $875,000
Q4 2022

Feb 10, 2023
SELL
$42.25 - $48.16 $64,135 - $73,106
-1,518 Reduced 7.95%
17,588 $794,000
Q3 2022

Nov 09, 2022
SELL
$42.35 - $51.01 $19,142 - $23,056
-452 Reduced 2.31%
19,106 $809,000
Q2 2022

Aug 11, 2022
BUY
$43.35 - $54.51 $847,839 - $1.07 Million
19,558 New
19,558 $873,000

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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