RDFA
Ritter Daniher Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8K | Hold |
975
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $27.3K | Hold |
975
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $26.6K | Buy |
975
+650
| +200% | +$17.8K | 0.01% | 196 |
|
|
2024
Q3 | $27.5K | Hold |
325
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $25.3K | Hold |
325
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $26.2K | Hold |
325
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $24.7K | Hold |
325
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $23K | Hold |
325
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $23.6K | Hold |
325
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $23.8K | Hold |
325
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $24.6K | Sell |
325
-126
| -28% | -$9.52K | 0.01% | 178 |
|
|
2022
Q3 | $30K | Hold |
451
| – | – | 0.02% | 137 |
|
|
2022
Q2 | $32K | Hold |
451
| – | – | 0.02% | 129 |
|
|
2022
Q1 | $36K | Hold |
451
| – | – | 0.02% | 126 |
|
|
2021
Q4 | $36K | Hold |
451
| – | – | 0.02% | 122 |
|
|
2021
Q3 | $33K | Hold |
451
| – | – | 0.02% | 126 |
|
|
2021
Q2 | $34K | Hold |
451
| – | – | 0.03% | 118 |
|
|
2021
Q1 | $33K | Sell |
451
-75
| -14% | -$5.49K | 0.03% | 109 |
|
|
2020
Q4 | $34K | Buy |
+526
| New | +$34K | 0.03% | 103 |
|