Ritter Daniher Financial Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $994K | Sell |
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|
2024
Q2 | $951K | Sell |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $859K | Sell |
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|
2023
Q3 | $819K | Hold |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $876K | Buy |
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|
2022
Q4 | $794K | Sell |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $873K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.02M | Buy |
|