Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 203,066 shares of SCHB stock, worth $12.7 Million. This represents 8.3% of its overall portfolio holdings.

Number of Shares
203,066
Previous 188,177 7.91%
Holding current value
$12.7 Million
Previous $11.5 Million 11.12%
% of portfolio
8.3%
Previous 8.1%

Shares

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

Jul 25, 2024
BUY
$57.57 - $63.3 $857,159 - $942,473
14,889 Added 7.91%
203,066 $12.8 Million
Q1 2024

May 02, 2024
SELL
$54.61 - $61.05 $1.45 Million - $1.62 Million
-26,538 Reduced 12.36%
188,177 $11.5 Million
Q4 2023

Jan 23, 2024
BUY
$47.61 - $55.91 $559,941 - $657,557
11,761 Added 5.79%
214,715 $12 Million
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $37,589 - $40,606
758 Added 0.37%
202,954 $10.1 Million
Q2 2023

Jul 31, 2023
BUY
$47.08 - $51.7 $1.85 Million - $2.03 Million
39,229 Added 24.07%
202,196 $10.5 Million
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $267,531 - $296,167
6,016 Added 3.83%
162,967 $7.8 Million
Q4 2022

Feb 10, 2023
BUY
$41.94 - $47.81 $6.58 Million - $7.5 Million
156,951 New
156,951 $7.03 Million
Q2 2022

Jul 25, 2022
BUY
$42.93 - $53.98 $10.6 Million - $13.3 Million
246,930 New
246,930 $10.9 Million

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email