Ritter Daniher Financial Advisory LLC / DE
Position in SCHW — Schwab Charles Corp
CIK 1936603
CINCINNATI, OH
Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,262,714
-$174,992 QoQ
Shares Held
13,685
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,113
of 2,309 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,269,150 across 5 Capital Markets names. SCHW ranks #1 (99.5% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,714 | 13,685 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,437,706 | 15,298 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,553,300 | 15,547 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,523,128 | 15,954 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||