Ritter Daniher Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Buy	13,850 +1,995	+17%	+$66.1K	0.07%	108
2026 Q1	$345K	Buy	11,855 +45	+0.4%	+$1.4K	0.06%	122
2025 Q4	$385K	Buy	11,810 +2,975	+34%	+$96.8K	0.06%	113
2025 Q3	$282K	Sell	8,835 -220	-2%	-$6.71K	0.05%	135
2025 Q2	$264K	Buy	9,055 +7,932	+706%	+$210K	0.07%	77
2025 Q1	$28.1K	Sell	1,123 -65	-5%	-$1.78K	0.01%	197
2024 Q4	$33.1K	Hold	1,188	–	–	0.01%	184
2024 Q3	$30.9K	Sell	1,188 -64	-5%	-$1.61K	0.01%	187
2024 Q2	$31.6K	Hold	1,252	–	–	0.01%	182
2024 Q1	$29K	Sell	1,252 -360	-22%	-$7.96K	0.01%	183
2023 Q4	$33.4K	Hold	1,612	–	–	0.01%	170
2023 Q3	$29.3K	Hold	1,612	–	–	0.01%	168
2023 Q2	$30.2K	Sell	1,612 -244	-13%	-$4.18K	0.01%	160
2023 Q1	$30.2K	Hold	1,856	–	–	0.01%	160
2022 Q4	$25.8K	Buy	1,856 +152	+9%	+$2.19K	0.01%	175
2022 Q3	$24K	Sell	1,704 -504	-23%	-$7.9K	0.02%	145
2022 Q2	$32K	Sell	2,208 -200	-8%	-$3.2K	0.02%	130
2022 Q1	$45K	Sell	2,408 -24	-1%	-$438	0.03%	117
2021 Q4	$50K	Hold	2,432	–	–	0.03%	106
2021 Q3	$45K	Sell	2,432 -168	-6%	-$3.2K	0.03%	116
2021 Q2	$47K	Hold	2,600	–	–	0.04%	104
2021 Q1	$42K	Sell	2,600 -336	-11%	-$5.47K	0.03%	98
2020 Q4	$47K	Buy	+2,936	New	+$44.5K	0.04%	96

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

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

CST

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

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Ritter Daniher Financial Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q2 2026, buying an estimated $66.1K and bringing the position to 13,850 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #108.

Ritter Daniher Financial Advisory first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ritter Daniher Financial Advisory held 13,850 shares of Schwab US Large-Cap Growth ETF worth $469K as of Q2 2026.
Ritter Daniher Financial Advisory bought 1,995 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $66.1K.
Schwab US Large-Cap Growth ETF made up 0.07% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #108 holding.
Ritter Daniher Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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