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

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 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 204,343 shares of SCHB stock, worth $4.75 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares
204,343
Previous 203,066 0.63%
Holding current value
$4.75 Million
Previous $12.8 Million 6.47%
% of portfolio
7.94%
Previous 8.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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