Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 16,955 shares of SCHF stock, worth $324,518. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,955
Previous 16,797
0.94%
Holding current value
$324,518
Previous $645,000
8.06%
% of portfolio
0.41%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.96 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.58 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.55 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.37 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$969 Million6.47% of portfolio