RDFA
Ritter Daniher Financial Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
1,098
| – | – | 0.01% | 204 |
|
|
2025
Q1 | $29.2K | Sell |
1,098
-63
| -5% | -$1.68K | 0.01% | 195 |
|
|
2024
Q4 | $30.3K | Buy |
1,161
+774
| +200% | +$20.2K | 0.01% | 187 |
|
|
2024
Q3 | $31.1K | Sell |
387
-389
| -50% | -$31.3K | 0.01% | 186 |
|
|
2024
Q2 | $57.5K | Buy |
776
+384
| +98% | +$28.4K | 0.02% | 139 |
|
|
2024
Q1 | $29.8K | Sell |
392
-24
| -6% | -$1.82K | 0.01% | 181 |
|
|
2023
Q4 | $29.2K | Hold |
416
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $26.8K | Hold |
416
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $27.9K | Buy |
416
+14
| +3% | +$939 | 0.01% | 165 |
|
|
2023
Q1 | $26.4K | Hold |
402
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $26.5K | Sell |
402
-44
| -10% | -$2.91K | 0.01% | 173 |
|
|
2022
Q3 | $26K | Hold |
446
| – | – | 0.02% | 139 |
|
|
2022
Q2 | $28K | Hold |
446
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $32K | Sell |
446
-34
| -7% | -$2.44K | 0.02% | 128 |
|
|
2021
Q4 | $35K | Hold |
480
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $32K | Sell |
480
-39
| -8% | -$2.6K | 0.02% | 129 |
|
|
2021
Q2 | $35K | Hold |
519
| – | – | 0.03% | 117 |
|
|
2021
Q1 | $34K | Sell |
519
-30
| -5% | -$1.97K | 0.03% | 107 |
|
|
2020
Q4 | $33K | Buy |
+549
| New | +$33K | 0.03% | 106 |
|