RDFA
Ritter Daniher Financial Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.5K | Sell |
3,064
-258
| -8% | -$6.53K | 0.02% | 145 |
|
|
2025
Q1 | $77.8K | Buy |
3,322
+22
| +0.7% | +$515 | 0.02% | 127 |
|
|
2024
Q4 | $85.3K | Buy |
3,300
+1,609
| +95% | +$41.6K | 0.02% | 125 |
|
|
2024
Q3 | $87.1K | Buy |
1,691
+4
| +0.2% | +$206 | 0.03% | 118 |
|
|
2024
Q2 | $80K | Buy |
1,687
+2
| +0.1% | +$95 | 0.03% | 118 |
|
|
2024
Q1 | $83K | Sell |
1,685
-262
| -13% | -$12.9K | 0.03% | 119 |
|
|
2023
Q4 | $92K | Buy |
1,947
+3
| +0.2% | +$142 | 0.03% | 116 |
|
|
2023
Q3 | $80.5K | Sell |
1,944
-20
| -1% | -$828 | 0.03% | 117 |
|
|
2023
Q2 | $86K | Sell |
1,964
-1,059
| -35% | -$46.4K | 0.04% | 111 |
|
|
2023
Q1 | $127K | Buy |
3,023
+281
| +10% | +$11.8K | 0.06% | 85 |
|
|
2022
Q4 | $111K | Sell |
2,742
-788
| -22% | -$31.9K | 0.05% | 96 |
|
|
2022
Q3 | $133K | Sell |
3,530
-352
| -9% | -$13.3K | 0.1% | 76 |
|
|
2022
Q2 | $151K | Hold |
3,882
| – | – | 0.11% | 67 |
|
|
2022
Q1 | $184K | Buy |
3,882
+1,812
| +88% | +$85.9K | 0.13% | 59 |
|
|
2021
Q4 | $212K | Buy |
2,070
+31
| +2% | +$3.18K | 0.14% | 57 |
|
|
2021
Q3 | $204K | Hold |
2,039
| – | – | 0.15% | 58 |
|
|
2021
Q2 | $212K | Sell |
2,039
-348
| -15% | -$36.2K | 0.16% | 54 |
|
|
2021
Q1 | $238K | Sell |
2,387
-632
| -21% | -$63K | 0.19% | 46 |
|
|
2020
Q4 | $269K | Buy |
+3,019
| New | +$269K | 0.23% | 42 |
|