Roger Wittlin Investment Advisory, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 5,842 shares of SCHQ stock, worth $184,373. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,842
Holding current value
$184,373
% of portfolio
0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$32.17 - $35.98 $187,937 - $210,195
5,842 New
5,842 $204,000
Q2 2023

Jul 31, 2023
BUY
$35.48 - $38.22 $1,703 - $1,834
48 Added 0.87%
5,545 $201,000
Q1 2023

May 12, 2023
BUY
$35.08 - $38.26 $192,834 - $210,315
5,497 New
5,497 $205,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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