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Ritter Daniher Financial Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.63K Buy
280
+2
+0.7% +$47 ﹤0.01% 488
2026
Q1 		$5.98K Buy
278
+1
+0.4% +$22 ﹤0.01% 491
2025
Q4 		$5.78K Buy
+277
New +$5.87K ﹤0.01% 497
2023
Q4 		– Sell
-23
Closed -$410 – 366
2023
Q3 		$410 Hold
23
– – ﹤0.01% 346
2023
Q2 		$448 Sell
23
-251
-92% -$4.81K ﹤0.01% 314
2023
Q1 		$5.34K Buy
274
+251
+1,091% +$5.03K ﹤0.01% 231
2022
Q4 		$435 Buy
+23
New +$443 ﹤0.01% 275
2022
Q3 		– Sell
-26
Closed -$1K – 255
2022
Q2 		$1K Buy
26
+4
+18% +$92 ﹤0.01% 238
2022
Q1 		$1K Sell
22
-50
-69% -$1.21K ﹤0.01% 239
2021
Q4 		$2K Buy
72
+50
+227% +$1.23K ﹤0.01% 220
2021
Q3 		$1K Hold
22
– – ﹤0.01% 206
2021
Q2 		$1K Hold
22
– – ﹤0.01% 201
2021
Q1 		$0 Hold
22
– – ﹤0.01% 198
2020
Q4 		$0 Buy
+22
New +$407 ﹤0.01% 187

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PWMG
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AWM
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ULWM
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CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return