Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Us Small C Transaction History
Roger Wittlin Investment Advisory, LLC
- $176 Million
- Q4 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 17,014 shares of SCHA stock, worth $412,079. This represents 0.25% of its overall portfolio holdings.
Number of Shares
17,014
Previous 8,455
101.23%
Holding current value
$412,079
Previous $435,000
0.92%
% of portfolio
0.25%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding SCHA
# of Institutions
1,249Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$614 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$333 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$255 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$153 Million0.05% of portfolio