Ritter Daniher Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$169K	Hold	4,593	–	–	0.03%	178
2026 Q1	$142K	Sell	4,593 -4	-0.1%	-$127	0.02%	186
2025 Q4	$138K	Hold	4,597	–	–	0.02%	191
2025 Q3	$136K	Sell	4,597 -587	-11%	-$17.1K	0.02%	178
2025 Q2	$145K	Hold	5,184	–	–	0.04%	107
2025 Q1	$136K	Sell	5,184 -21	-0.4%	-$585	0.04%	105
2024 Q4	$144K	Hold	5,205	–	–	0.04%	100
2024 Q3	$144K	Hold	5,205	–	–	0.04%	98
2024 Q2	$135K	Hold	5,205	–	–	0.04%	93
2024 Q1	$141K	Sell	5,205 -54	-1%	-$1.38K	0.05%	95
2023 Q4	$132K	Hold	5,259	–	–	0.05%	97
2023 Q3	$119K	Hold	5,259	–	–	0.05%	97
2023 Q2	$125K	Sell	5,259 -630	-11%	-$14.2K	0.05%	90
2023 Q1	$133K	Hold	5,889	–	–	0.06%	80
2022 Q4	$129K	Sell	5,889 -744	-11%	-$16.3K	0.06%	89
2022 Q3	$134K	Sell	6,633 -246	-4%	-$5.49K	0.1%	75
2022 Q2	$144K	Hold	6,879	–	–	0.1%	70
2022 Q1	$174K	Sell	6,879 -1,146	-14%	-$28.7K	0.12%	62
2021 Q4	$215K	Hold	8,025	–	–	0.14%	55
2021 Q3	$205K	Sell	8,025 -21	-0.3%	-$549	0.15%	57
2021 Q2	$210K	Hold	8,046	–	–	0.16%	55
2021 Q1	$200K	Sell	8,046 -345	-4%	-$8.37K	0.16%	51
2020 Q4	$191K	Buy	+8,391	New	+$175K	0.17%	51

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

Ritter Daniher Financial Advisory held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 4,593 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #178.

Ritter Daniher Financial Advisory first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $215K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Ritter Daniher Financial Advisory held 4,593 shares of Schwab US Mid-Cap ETF worth $169K as of Q2 2026.
Ritter Daniher Financial Advisory left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #178 holding.
Ritter Daniher Financial Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Schwab US Mid-Cap ETF position peaked at $215K in Q4 2021.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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