Ritter Daniher Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.15K	Buy	316 +18	+6%	+$504	﹤0.01%	455
2026 Q1	$7.48K	Buy	298 +10	+3%	+$262	﹤0.01%	467
2025 Q4	$7.55K	Buy	288 +159	+123%	+$4.14K	﹤0.01%	474
2025 Q3	$3.32K	Hold	129	–	–	﹤0.01%	418
2025 Q2	$3.08K	Buy	129 +13	+11%	+$286	﹤0.01%	299
2025 Q1	$2.5K	Buy	116 +32	+38%	+$728	﹤0.01%	281
2024 Q4	$1.91K	Buy	84 +66	+367%	+$1.51K	﹤0.01%	276
2024 Q3	$400	Buy	18 +12	+200%	+$256	﹤0.01%	310
2024 Q2	$126	Hold	6	–	–	﹤0.01%	306
2024 Q1	$123	Hold	6	–	–	﹤0.01%	300
2023 Q4	$112	Hold	6	–	–	﹤0.01%	345
2023 Q3	$100	Sell	6 -135	-96%	-$2.34K	﹤0.01%	351
2023 Q2	$2.43K	Hold	141	–	–	﹤0.01%	280
2023 Q1	$2.24K	Buy	141 +6	+4%	+$94	﹤0.01%	254
2022 Q4	$2K	Buy	135 +3	+2%	+$45	﹤0.01%	241
2022 Q3	$2K	Hold	132	–	–	﹤0.01%	226
2022 Q2	$2K	Hold	132	–	–	﹤0.01%	226
2022 Q1	$2K	Hold	132	–	–	﹤0.01%	231
2021 Q4	$2K	Hold	132	–	–	﹤0.01%	218
2021 Q3	$2K	Hold	132	–	–	﹤0.01%	203
2021 Q2	$2K	Sell	132 -1,020	-89%	-$17.3K	﹤0.01%	196
2021 Q1	$19K	Hold	1,152	–	–	0.02%	125
2020 Q4	$17K	Buy	+1,152	New	+$16.4K	0.01%	123

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Ritter Daniher Financial Advisory increased its Schwab US Broad Market ETF (SCHB) stake by 6% in Q2 2026, buying an estimated $504 and bringing the position to 316 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Ritter Daniher Financial Advisory first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $19K in Q1 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Ritter Daniher Financial Advisory held 316 shares of Schwab US Broad Market ETF worth $9.15K as of Q2 2026.
Ritter Daniher Financial Advisory bought 18 Schwab US Broad Market ETF shares in Q2 2026, an estimated $504.
Schwab US Broad Market ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #455 holding.
Ritter Daniher Financial Advisory first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Schwab US Broad Market ETF position peaked at $19K in Q1 2021.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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