Ritter Daniher Financial Advisory LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 3,322 shares of SCHA stock, worth $85,840. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,322
Previous 3,300 0.67%
Holding current value
$85,840
Previous $85,000 9.41%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 09, 2025
BUY
$23.16 - $27.04 $509 - $594
22 Added 0.67%
3,322 $77,000
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $40,755 - $82,316
1,609 Added 95.15%
3,300 $85,000
Q3 2024

Nov 07, 2024
BUY
$46.9 - $51.96 $187 - $207
4 Added 0.24%
1,691 $87,000
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $90 - $98
2 Added 0.12%
1,687 $80,000
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $11,748 - $12,900
-262 Reduced 13.46%
1,685 $82,000
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $114 - $144
3 Added 0.15%
1,947 $91,000
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $817 - $922
-20 Reduced 1.02%
1,944 $80,000
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $42,264 - $46,405
-1,059 Reduced 35.03%
1,964 $86,000
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $11,189 - $13,027
281 Added 10.25%
3,023 $126,000
Q4 2022

Feb 10, 2023
SELL
$38.25 - $43.54 $30,141 - $34,309
-788 Reduced 22.32%
2,742 $111,000
Q3 2022

Nov 09, 2022
SELL
$37.65 - $45.9 $13,252 - $16,156
-352 Reduced 9.07%
3,530 $133,000
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $147,050 - $186,374
3,882 New
3,882 $151,000

Others Institutions Holding SCHA

# of Institutions
1,274
Shares Held
250M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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