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 1,098 shares of SCHV stock, worth $29,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,098

Previous 1,161 5.43%

Holding current value

$29,426

Previous $30,000 3.33%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.77 - $27.6 $1,623 - $1,738	-63 Reduced 5.43%	1,098 $29,000
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $19,961 - $62,229	774 Added 200.0%	1,161 $30,000
Q3 2024 Nov 07, 2024	SELL	$73.43 - $80.37 $28,564 - $31,263	-389 Reduced 50.13%	387 $31,000
Q2 2024 Aug 12, 2024	BUY	$71.74 - $75.86 $27,548 - $29,130	384 Added 97.96%	776 $57,000
Q1 2024 May 13, 2024	SELL	$68.82 - $75.98 $1,651 - $1,823	-24 Reduced 5.77%	392 $29,000
Q2 2023 Aug 10, 2023	BUY	$63.33 - $67.21 $886 - $940	14 Added 3.48%	416 $27,000
Q4 2022 Feb 10, 2023	SELL	$59.13 - $69.24 $2,601 - $3,046	-44 Reduced 9.87%	402 $26,000
Q2 2022 Aug 11, 2022	BUY	$60.93 - $72.3 $27,174 - $32,245	446 New	446 $28,000

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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