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

Ritter Daniher Financial Advisory LLC

  • $302 Million
  • Q1 2024

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 313 shares of SCHG stock, worth $32,705. This represents 0.01% of its overall portfolio holdings.

Number of Shares
313
Previous 403 22.33%
Holding current value
$32,705
Previous $33,000 12.12%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$80.6 - $93.32 $7,253 - $8,398
-90 Reduced 22.33%
313 $29,000
Q2 2023

Aug 10, 2023
SELL
$63.6 - $74.95 $3,879 - $4,571
-61 Reduced 13.15%
403 $30,000
Q4 2022

Feb 10, 2023
BUY
$54.31 - $60.76 $2,063 - $2,308
38 Added 8.92%
464 $25,000
Q3 2022

Nov 09, 2022
SELL
N/A
-126 Reduced 22.83%
426 $24,000
Q2 2022

Aug 11, 2022
BUY
N/A
552 New
552 $32,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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