Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Us Small C Transaction History

Roger Wittlin Investment Advisory, LLC

  • $154 Million
  • Q2 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 12,229 shares of SCHA stock, worth $336,175. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,229
Previous 17,076 28.38%
Holding current value
$336,175
Previous $840,000 30.95%
% of portfolio
0.38%
Previous 0.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$45.24 - $49.04 $219,278 - $237,696
-4,847 Reduced 28.38%
12,229 $580,000
Q1 2024

May 02, 2024
SELL
$44.84 - $49.24 $11,523 - $12,654
-257 Reduced 1.48%
17,076 $840,000
Q4 2023

Jan 23, 2024
BUY
$38.13 - $48.02 $3,431 - $4,321
90 Added 0.52%
17,333 $818,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $38,358 - $43,287
939 Added 5.76%
17,243 $714,000
Q2 2023

Jul 31, 2023
BUY
$39.91 - $43.82 $2,274 - $2,497
57 Added 0.35%
16,304 $714,000
Q1 2023

May 12, 2023
BUY
$39.82 - $46.36 $168,358 - $196,010
4,228 Added 35.18%
16,247 $681,000
Q4 2022

Feb 10, 2023
BUY
$38.25 - $43.54 $421,170 - $479,418
11,011 Added 1092.36%
12,019 $486,000
Q3 2022

Oct 25, 2022
SELL
$37.65 - $45.9 $432,184 - $526,886
-11,479 Reduced 91.93%
1,008 $38,000
Q2 2022

Jul 25, 2022
SELL
$37.88 - $48.01 $1.99 Million - $2.52 Million
-52,443 Reduced 80.77%
12,487 $486,000
Q1 2022

May 16, 2022
SELL
$44.42 - $51.73 $502,789 - $585,531
-11,319 Reduced 14.84%
64,930 $3.08 Million
Q4 2021

Feb 18, 2022
BUY
$48.64 - $55.07 $3.71 Million - $4.2 Million
76,249 New
76,249 $7.81 Million

Others Institutions Holding SCHA

# of Institutions
1,134
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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