RDFA
Ritter Daniher Financial Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
43,257
+7
| +0% | +$171 | 0.26% | 34 |
|
|
2025
Q1 | $955K | Sell |
43,250
-726
| -2% | -$16K | 0.26% | 32 |
|
|
2024
Q4 | $1.02M | Buy |
43,976
+29,322
| +200% | +$680K | 0.29% | 32 |
|
|
2024
Q3 | $994K | Sell |
14,654
-147
| -1% | -$9.97K | 0.29% | 33 |
|
|
2024
Q2 | $951K | Sell |
14,801
-81
| -0.5% | -$5.2K | 0.3% | 29 |
|
|
2024
Q1 | $924K | Sell |
14,882
-345
| -2% | -$21.4K | 0.31% | 30 |
|
|
2023
Q4 | $859K | Sell |
15,227
-963
| -6% | -$54.3K | 0.32% | 31 |
|
|
2023
Q3 | $819K | Hold |
16,190
| – | – | 0.35% | 25 |
|
|
2023
Q2 | $848K | Sell |
16,190
-1,919
| -11% | -$100K | 0.35% | 26 |
|
|
2023
Q1 | $876K | Buy |
18,109
+521
| +3% | +$25.2K | 0.38% | 25 |
|
|
2022
Q4 | $794K | Sell |
17,588
-1,518
| -8% | -$68.5K | 0.38% | 28 |
|
|
2022
Q3 | $809K | Sell |
19,106
-452
| -2% | -$19.1K | 0.58% | 24 |
|
|
2022
Q2 | $873K | Sell |
19,558
-132
| -0.7% | -$5.89K | 0.62% | 20 |
|
|
2022
Q1 | $1.06M | Buy |
19,690
+9,487
| +93% | +$511K | 0.73% | 17 |
|
|
2021
Q4 | $1.16M | Buy |
10,203
+41
| +0.4% | +$4.67K | 0.77% | 17 |
|
|
2021
Q3 | $1.06M | Sell |
10,162
-36
| -0.4% | -$3.75K | 0.77% | 16 |
|
|
2021
Q2 | $1.06M | Sell |
10,198
-515
| -5% | -$53.5K | 0.79% | 16 |
|
|
2021
Q1 | $1.03M | Sell |
10,713
-549
| -5% | -$52.7K | 0.82% | 16 |
|
|
2020
Q4 | $1.02M | Buy |
+11,262
| New | +$1.02M | 0.89% | 15 |
|