Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Roger Wittlin Investment Advisory, LLC

$178 Million
Q3 2025

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 588,968 shares of SCHB stock, worth $15.2 Million. This represents 8.53% of its overall portfolio holdings.

Number of Shares

588,968

Previous 620,688 5.11%

Holding current value

$15.2 Million

Previous $14.8 Million 2.38%

% of portfolio

8.53%

Previous 8.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$23.82 - $25.84 $755,570 - $819,644	-31,720 Reduced 5.11%	588,968 $15.1 Million
Q2 2025 Jul 15, 2025	BUY	$19.1 - $23.83 $14,649 - $18,277	767 Added 0.12%	620,688 $14.8 Million
Q1 2025 May 01, 2025	SELL	$21.23 - $23.75 $94,027 - $105,188	-4,429 Reduced 0.71%	619,921 $13.3 Million
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $9.24 Million - $28.1 Million	420,007 Added 205.54%	624,350 $14.2 Million
Q3 2024 Nov 08, 2024	BUY	$59.93 - $66.52 $76,530 - $84,946	1,277 Added 0.63%	204,343 $13.6 Million

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

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History