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

Ritter Daniher Financial Advisory LLC

  • $339 Million
  • Q3 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 $48,285. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,735
Previous 1,735 -0.0%
Holding current value
$48,285
Previous $135,000 6.67%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
950
Shares Held
108M
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
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