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
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.32 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$386 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$294 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$251 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio