RDFA
Ritter Daniher Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
5,184
| – | – | 0.04% | 107 |
|
|
2025
Q1 | $136K | Sell |
5,184
-21
| -0.4% | -$550 | 0.04% | 105 |
|
|
2024
Q4 | $144K | Buy |
5,205
+3,470
| +200% | +$96.2K | 0.04% | 100 |
|
|
2024
Q3 | $144K | Hold |
1,735
| – | – | 0.04% | 98 |
|
|
2024
Q2 | $135K | Hold |
1,735
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $141K | Sell |
1,735
-18
| -1% | -$1.47K | 0.05% | 95 |
|
|
2023
Q4 | $132K | Hold |
1,753
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $119K | Hold |
1,753
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $125K | Sell |
1,753
-210
| -11% | -$14.9K | 0.05% | 90 |
|
|
2023
Q1 | $133K | Hold |
1,963
| – | – | 0.06% | 80 |
|
|
2022
Q4 | $129K | Sell |
1,963
-248
| -11% | -$16.3K | 0.06% | 89 |
|
|
2022
Q3 | $134K | Sell |
2,211
-82
| -4% | -$4.97K | 0.1% | 75 |
|
|
2022
Q2 | $144K | Hold |
2,293
| – | – | 0.1% | 70 |
|
|
2022
Q1 | $174K | Sell |
2,293
-382
| -14% | -$29K | 0.12% | 62 |
|
|
2021
Q4 | $215K | Hold |
2,675
| – | – | 0.14% | 55 |
|
|
2021
Q3 | $205K | Sell |
2,675
-7
| -0.3% | -$536 | 0.15% | 57 |
|
|
2021
Q2 | $210K | Hold |
2,682
| – | – | 0.16% | 55 |
|
|
2021
Q1 | $200K | Sell |
2,682
-115
| -4% | -$8.58K | 0.16% | 51 |
|
|
2020
Q4 | $191K | Buy |
+2,797
| New | +$191K | 0.17% | 51 |
|