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 $591,639. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,229
Previous 17,076
28.38%
Holding current value
$591,639
Previous $840,000
30.95%
% of portfolio
0.38%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.21 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.07 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$578 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$509 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$356 Million0.51% of portfolio