Ritter Daniher Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.9K	Hold	975	–	–	﹤0.01%	322
2026 Q1	$29.9K	Hold	975	–	–	0.01%	322
2025 Q4	$26.7K	Hold	975	–	–	﹤0.01%	337
2025 Q3	$26.6K	Hold	975	–	–	﹤0.01%	268
2025 Q2	$25.8K	Hold	975	–	–	0.01%	212
2025 Q1	$27.3K	Hold	975	–	–	0.01%	200
2024 Q4	$26.6K	Hold	975	–	–	0.01%	196
2024 Q3	$27.5K	Hold	975	–	–	0.01%	192
2024 Q2	$25.3K	Hold	975	–	–	0.01%	187
2024 Q1	$26.2K	Hold	975	–	–	0.01%	185
2023 Q4	$24.7K	Hold	975	–	–	0.01%	190
2023 Q3	$23K	Hold	975	–	–	0.01%	180
2023 Q2	$23.6K	Hold	975	–	–	0.01%	173
2023 Q1	$23.8K	Hold	975	–	–	0.01%	172
2022 Q4	$24.6K	Sell	975 -378	-28%	-$9.33K	0.01%	178
2022 Q3	$30K	Hold	1,353	–	–	0.02%	137
2022 Q2	$32K	Hold	1,353	–	–	0.02%	129
2022 Q1	$36K	Hold	1,353	–	–	0.02%	126
2021 Q4	$36K	Hold	1,353	–	–	0.02%	122
2021 Q3	$33K	Hold	1,353	–	–	0.02%	126
2021 Q2	$34K	Hold	1,353	–	–	0.03%	118
2021 Q1	$33K	Sell	1,353 -225	-14%	-$5.12K	0.03%	109
2020 Q4	$34K	Buy	+1,578	New	+$32K	0.03%	103

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Ritter Daniher Financial Advisory held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 975 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Ritter Daniher Financial Advisory first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $36K in Q1 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ritter Daniher Financial Advisory held 975 shares of Schwab US Dividend Equity ETF worth $30.9K as of Q2 2026.
Ritter Daniher Financial Advisory left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #322 holding.
Ritter Daniher Financial Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Schwab US Dividend Equity ETF position peaked at $36K in Q1 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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