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Schwab Strategic Tr us lrg cap etf shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $363k 12k 29.43

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust ST STR SP1500VT (VLU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Schwab Strategic Tr us lrg cap etf

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Betterment
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HPM Partners
Diversified Enterprises
HighTower Advisors
Henderson Group
Koss-Olinger Consulting
Mariner Wealth Advisors
Norinchukin Bank, The

View all funds holding Schwab Strategic Tr us lrg cap etf