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

Ritter Daniher Financial Advisory LLC

$332 Million
Q4 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 43,976 shares of SCHX stock, worth $1.04 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

43,976

Previous 14,654 200.1%

Holding current value

$1.04 Million

Previous $994,000 2.52%

% of portfolio

0.31%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $656,812 - $2 Million	29,322 Added 200.1%	43,976 $1.02 Million
Q3 2024 Nov 07, 2024	SELL	$61.11 - $67.85 $8,983 - $9,973	-147 Reduced 0.99%	14,654 $994,000
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $4,754 - $5,247	-81 Reduced 0.54%	14,801 $950,000
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $19,116 - $21,417	-345 Reduced 2.27%	14,882 $923,000
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $46,676 - $54,505	-963 Reduced 5.95%	15,227 $858,000
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $91,478 - $100,498	-1,919 Reduced 10.6%	16,190 $847,000
Q1 2023 May 11, 2023	BUY	$44.78 - $49.41 $23,330 - $25,742	521 Added 2.96%	18,109 $875,000
Q4 2022 Feb 10, 2023	SELL	$42.25 - $48.16 $64,135 - $73,106	-1,518 Reduced 7.95%	17,588 $794,000
Q3 2022 Nov 09, 2022	SELL	$42.35 - $51.01 $19,142 - $23,056	-452 Reduced 2.31%	19,106 $809,000
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $847,839 - $1.07 Million	19,558 New	19,558 $873,000

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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