SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Roger Wittlin Investment Advisory, LLC's Holding History (CIK: 0001911328)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 498,333 Value ($000) $13,071 Avg Close — Range —
Q3 2025
Shares 588,968 Value ($000) $15,142 Avg Close — Range —
Q2 2025
Shares 620,688 Value ($000) $14,791 Avg Close — Range —
Q1 2025
Shares 619,921 Value ($000) $13,347 Avg Close — Range —
Q4 2024
Shares 624,350 Value ($000) $14,173 Avg Close — Range —
Q3 2024
Shares 204,343 Value ($000) $13,593 Avg Close — Range —
Q2 2024
Shares 203,066 Value ($000) $12,767 Avg Close — Range —
Q1 2024
Shares 188,177 Value ($000) $11,488 Avg Close — Range —
Q4 2023
Shares 214,715 Value ($000) $11,953 Avg Close — Range —
Q3 2023
Shares 202,954 Value ($000) $10,117 Avg Close — Range —
Q2 2023
Shares 202,196 Value ($000) $10,454 Avg Close — Range —
Q1 2023
Shares 162,967 Value ($000) $7,798 Avg Close — Range —
Q4 2022
Shares 156,951 Value ($000) $7,033 Avg Close — Range —
Q2 2022
Shares 246,930 Value ($000) $10,911 Avg Close — Range —