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Roger Wittlin Investment Advisory, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roger Wittlin Investment Advisory, LLC on SCHB, newest first. How the timeline and the estimate are built.

Roger Wittlin Investment Advisory, LLC held 117,806 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,806 shares
    Change vs previous 13F -184,335 shares

    2.68% of the 13F portfolio, value $3,411,688.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 302,141 shares
    Change vs previous 13F -196,192 shares

    6.2% of the 13F portfolio, value $7,583,764.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 498,333 shares
    Change vs previous 13F -90,635 shares

    9.14% of the 13F portfolio, value $13,071,282.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 588,968 shares
    Change vs previous 13F -31,720 shares

    8.42% of the 13F portfolio, value $15,142,377.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 620,688 shares
    Change vs previous 13F +767 shares

    8.25% of the 13F portfolio, value $14,790,992.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 619,921 shares
    Change vs previous 13F -4,429 shares

    7.81% of the 13F portfolio, value $13,346,902.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 624,350 shares
    Change vs previous 13F +420,007 shares

    7.94% of the 13F portfolio, value $14,172,763.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 204,343 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $13,592,896.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).