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 14,882 shares of SCHX stock, worth $969,264. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,882

Previous 15,227 2.27%

Holding current value

$969,264

Previous $858,000 7.58%

% of portfolio

0.31%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.01 - $48.16 $66,807 - $73,106	-1,518 Reduced 7.95%	17,588 $794,000

Q3 2022 Nov 09, 2022	SELL	N/A	-452 Reduced 2.31%	19,106 $809,000
Q2 2022 Aug 11, 2022	BUY	N/A	19,558 New	19,558 $873,000

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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