Roger Wittlin Investment Advisory, LLC: SCHF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roger Wittlin Investment Advisory, LLC on SCHF, newest first. How the timeline and the estimate are built.
Roger Wittlin Investment Advisory, LLC held 22,846 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 22,846 sharesChange vs previous 13F -102 shares
0.5% of the 13F portfolio, value $632,845.
13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,948 sharesChange vs previous 13F +12,114 shares
0.46% of the 13F portfolio, value $567,967.
13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,834 sharesChange vs previous 13F +10,834 shares
0.18% of the 13F portfolio, value $260,454.
13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -16,955 shares
13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 16,955 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $697,193.
13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).