Ritter Daniher Financial Advisory LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 3,300 shares of SCHA stock, worth $72,336. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,300
Previous 1,691 95.15%
Holding current value
$72,336
Previous $87,000 2.3%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $40,755 - $82,316
1,609 Added 95.15%
3,300 $85,000
Q3 2024

Nov 07, 2024
BUY
$46.9 - $51.96 $187 - $207
4 Added 0.24%
1,691 $87,000
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $90 - $98
2 Added 0.12%
1,687 $80,000
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $11,748 - $12,900
-262 Reduced 13.46%
1,685 $82,000
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $114 - $144
3 Added 0.15%
1,947 $91,000
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $817 - $922
-20 Reduced 1.02%
1,944 $80,000
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $42,264 - $46,405
-1,059 Reduced 35.03%
1,964 $86,000
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $11,189 - $13,027
281 Added 10.25%
3,023 $126,000
Q4 2022

Feb 10, 2023
SELL
$38.25 - $43.54 $30,141 - $34,309
-788 Reduced 22.32%
2,742 $111,000
Q3 2022

Nov 09, 2022
SELL
$37.65 - $45.9 $13,252 - $16,156
-352 Reduced 9.07%
3,530 $133,000
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $147,050 - $186,374
3,882 New
3,882 $151,000

Others Institutions Holding SCHA

# of Institutions
1,261
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Ritter Daniher Financial Advisory LLC Portfolio

Follow Ritter Daniher Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritter Daniher Financial Advisory LLC , based on Form 13F filings with the SEC.

News

Stay updated on Ritter Daniher Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email