SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2025
Shares 12,591 Value ($000) $343 Avg Close — Range —
Q2 2025
Shares 13,258 Value ($000) $325 Avg Close — Range —
Q1 2025
Shares 13,200 Value ($000) $312 Avg Close — Range —
Q4 2024
Shares 13,200 Value ($000) $313 Avg Close — Range —
Q3 2024
Shares 4,400 Value ($000) $316 Avg Close — Range —
Q2 2024
Shares 4,400 Value ($000) $295 Avg Close — Range —