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Ritter Daniher Financial Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
46,854
-1,631
-3% -$46.6K 0.21% 58
2026
Q1 		$1.24M Buy
48,485
+1,172
+2% +$31.4K 0.21% 61
2025
Q4 		$1.27M Buy
47,313
+3,943
+9% +$105K 0.21% 55
2025
Q3 		$1.14M Buy
43,370
+113
+0.3% +$2.87K 0.2% 62
2025
Q2 		$1.06M Buy
43,257
+7
+0% +$158 0.26% 34
2025
Q1 		$955K Sell
43,250
-726
-2% -$16.9K 0.26% 32
2024
Q4 		$1.02M Buy
43,976
+14
+0% +$326 0.29% 32
2024
Q3 		$994K Sell
43,962
-441
-1% -$9.61K 0.29% 33
2024
Q2 		$951K Sell
44,403
-243
-0.5% -$5.02K 0.3% 29
2024
Q1 		$924K Sell
44,646
-1,035
-2% -$20.4K 0.31% 30
2023
Q4 		$859K Sell
45,681
-2,889
-6% -$50.7K 0.32% 31
2023
Q3 		$819K Hold
48,570
– – 0.35% 25
2023
Q2 		$848K Sell
48,570
-5,757
-11% -$95.1K 0.35% 26
2023
Q1 		$876K Buy
54,327
+1,563
+3% +$24.6K 0.38% 25
2022
Q4 		$794K Sell
52,764
-4,554
-8% -$68.9K 0.38% 28
2022
Q3 		$809K Sell
57,318
-1,356
-2% -$21.3K 0.58% 24
2022
Q2 		$873K Sell
58,674
-396
-0.7% -$6.42K 0.62% 20
2022
Q1 		$1.06M Sell
59,070
-2,148
-4% -$38K 0.73% 17
2021
Q4 		$1.16M Buy
61,218
+246
+0.4% +$4.54K 0.77% 17
2021
Q3 		$1.06M Sell
60,972
-216
-0.4% -$3.85K 0.77% 16
2021
Q2 		$1.06M Sell
61,188
-3,090
-5% -$52.1K 0.79% 16
2021
Q1 		$1.03M Sell
64,278
-3,294
-5% -$51.6K 0.82% 16
2020
Q4 		$1.02M Buy
+67,572
New +$967K 0.89% 15

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Ritter Daniher Financial Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.4% in Q2 2026, selling an estimated $46.6K and leaving 46,854 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #58.

Ritter Daniher Financial Advisory first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ritter Daniher Financial Advisory held 46,854 shares of Schwab US Large- Cap ETF worth $1.38M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 1,631 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $46.6K.
  • Schwab US Large- Cap ETF made up 0.21% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #58 holding.
  • Ritter Daniher Financial Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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