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Charles Schwab Corporation shares owned by Ritter Daniher Financial Advisory LLC / DE

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ritter Daniher Financial Advisory LLC / DE from 13F filings

Historical chart of Ritter Daniher Financial Advisory LLC / DE investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Ritter Daniher Financial Advisory LLC / DE consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Ritter Daniher Financial Advisory LLC / DE

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 95.47

More positions owned by Ritter Daniher Financial Advisory LLC / DE

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Us Quality Grow (QGRW)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Apple (AAPL)
LCNB (LCNB)

View all positions for Ritter Daniher Financial Advisory LLC / DE

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation