Ritter Daniher Financial Advisory LLC Schwab Strategic U.S. Mid Cap Transaction History
Ritter Daniher Financial Advisory LLC
- $313 Million
- Q2 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 1,735 shares of SCHM stock, worth $144,074. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,735
Previous 1,735
-0.0%
Holding current value
$144,074
Previous $141,000
4.26%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio