Ritter Daniher Financial Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16	Closed	-$388	–	341
2023 Q1	$388	Hold	16	–	–	﹤0.01%	286
2022 Q4	$375	Buy	+16	New	+$364	﹤0.01%	279
2022 Q1	–	Sell	-16	Closed	–	–	262
2021 Q4	$0	Hold	16	–	–	﹤0.01%	251
2021 Q3	$0	Hold	16	–	–	﹤0.01%	216
2021 Q2	$0	Hold	16	–	–	﹤0.01%	211
2021 Q1	$0	Hold	16	–	–	﹤0.01%	199
2020 Q4	$0	Buy	+16	New	+$447	﹤0.01%	188

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's SCHZ Position: Q2 2023 in Review

Ritter Daniher Financial Advisory sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 16 shares — an estimated $388 sold.

Ritter Daniher Financial Advisory first reported a position in SCHZ in Q4 2020 and held it in 7 quarters. The position peaked at $388 in Q1 2023. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

Ritter Daniher Financial Advisory reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 16 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $388.
Ritter Daniher Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 7 quarters.
Ritter Daniher Financial Advisory's Schwab US Aggregate Bond ETF position peaked at $388 in Q1 2023.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.