RDFA
Ritter Daniher Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08K | Buy |
129
+13
| +11% | +$310 | ﹤0.01% | 299 |
|
|
2025
Q1 | $2.5K | Buy |
116
+32
| +38% | +$689 | ﹤0.01% | 281 |
|
|
2024
Q4 | $1.91K | Buy |
84
+78
| +1,300% | +$1.77K | ﹤0.01% | 276 |
|
|
2024
Q3 | $400 | Buy |
6
+4
| +200% | +$267 | ﹤0.01% | 310 |
|
|
2024
Q2 | $126 | Hold |
2
| – | – | ﹤0.01% | 306 |
|
|
2024
Q1 | $123 | Hold |
2
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $112 | Hold |
2
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $100 | Sell |
2
-45
| -96% | -$2.25K | ﹤0.01% | 351 |
|
|
2023
Q2 | $2.43K | Hold |
47
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $2.24K | Buy |
47
+2
| +4% | +$95 | ﹤0.01% | 254 |
|
|
2022
Q4 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 241 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 226 |
|
|
2022
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 226 |
|
|
2022
Q1 | $2K | Buy |
44
+22
| +100% | +$1K | ﹤0.01% | 231 |
|
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 203 |
|
|
2021
Q2 | $2K | Sell |
22
-170
| -89% | -$15.5K | ﹤0.01% | 196 |
|
|
2021
Q1 | $19K | Hold |
192
| – | – | 0.02% | 125 |
|
|
2020
Q4 | $17K | Buy |
+192
| New | +$17K | 0.01% | 123 |
|