Ritter Daniher Financial Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.5K | Sell |
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|
2025
Q1 | $77.8K | Buy |
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|
2024
Q4 | $85.3K | Sell |
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|
2024
Q3 | $87.1K | Buy |
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|
2024
Q2 | $80K | Buy |
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|
2024
Q1 | $83K | Sell |
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|
2023
Q4 | $92K | Buy |
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|
2023
Q3 | $80.5K | Sell |
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|
2023
Q2 | $86K | Sell |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $111K | Sell |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $184K | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $269K | Buy |
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