Ritter Daniher Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $135K | Hold |
|
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|
2024
Q1 | $141K | Sell |
|
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|
2023
Q4 | $132K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $134K | Sell |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $174K | Sell |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $191K | Buy |
|