Ritter Daniher Financial Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Sell	3,984 -171	-4%	-$5.65K	0.02%	191
2026 Q1	$121K	Sell	4,155 -173	-4%	-$5.19K	0.02%	204
2025 Q4	$123K	Buy	4,328 +1,459	+51%	+$41.2K	0.02%	202
2025 Q3	$80K	Sell	2,869 -195	-6%	-$5.21K	0.01%	201
2025 Q2	$77.5K	Sell	3,064 -258	-8%	-$6.1K	0.02%	145
2025 Q1	$77.8K	Buy	3,322 +22	+0.7%	+$561	0.02%	127
2024 Q4	$85.3K	Sell	3,300 -82	-2%	-$2.18K	0.02%	125
2024 Q3	$87.1K	Buy	3,382 +8	+0.2%	+$199	0.03%	118
2024 Q2	$80K	Buy	3,374 +4	+0.1%	+$95	0.03%	118
2024 Q1	$83K	Sell	3,370 -524	-13%	-$12.3K	0.03%	119
2023 Q4	$92K	Buy	3,894 +6	+0.2%	+$126	0.03%	116
2023 Q3	$80.5K	Sell	3,888 -40	-1%	-$878	0.03%	117
2023 Q2	$86K	Sell	3,928 -2,118	-35%	-$44.1K	0.04%	111
2023 Q1	$127K	Buy	6,046 +562	+10%	+$12.1K	0.06%	85
2022 Q4	$111K	Sell	5,484 -1,576	-22%	-$32.3K	0.05%	96
2022 Q3	$133K	Sell	7,060 -704	-9%	-$14.7K	0.1%	76
2022 Q2	$151K	Hold	7,764	–	–	0.11%	67
2022 Q1	$184K	Sell	7,764 -516	-6%	-$12.2K	0.13%	59
2021 Q4	$212K	Buy	8,280 +124	+2%	+$3.21K	0.14%	57
2021 Q3	$204K	Hold	8,156	–	–	0.15%	58
2021 Q2	$212K	Sell	8,156 -1,392	-15%	-$35.6K	0.16%	54
2021 Q1	$238K	Sell	9,548 -2,528	-21%	-$62.2K	0.19%	46
2020 Q4	$269K	Buy	+12,076	New	+$240K	0.23%	42

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Ritter Daniher Financial Advisory's SCHA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q2 2026, selling an estimated $5.65K and leaving 3,984 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #191.

Ritter Daniher Financial Advisory first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. The position peaked at $269K in Q4 2020. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Ritter Daniher Financial Advisory held 3,984 shares of Schwab U.S Small- Cap ETF worth $144K as of Q2 2026.
Ritter Daniher Financial Advisory sold 171 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.65K.
Schwab U.S Small- Cap ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #191 holding.
Ritter Daniher Financial Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Schwab U.S Small- Cap ETF position peaked at $269K in Q4 2020.
247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.