Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $412 Million
  • Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 93,393 shares of SCHA stock, worth $4.41 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
93,393
Previous 95,274 1.97%
Holding current value
$4.41 Million
Previous $4.5 Million 2.18%
% of portfolio
1.12%
Previous 0.95%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$44.84 - $49.24 $84,344 - $92,620
-1,881 Reduced 1.97%
93,393 $4.6 Million
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $335,696 - $422,768
-8,804 Reduced 8.46%
95,274 $4.5 Million
Q3 2023

Oct 19, 2023
BUY
$40.85 - $46.1 $825,251 - $931,312
20,202 Added 24.09%
104,078 $4.31 Million
Q2 2023

Jul 28, 2023
SELL
$39.91 - $43.82 $163,391 - $179,399
-4,094 Reduced 4.65%
83,876 $3.67 Million
Q1 2023

Apr 19, 2023
SELL
$39.82 - $46.36 $334,647 - $389,609
-8,404 Reduced 8.72%
87,970 $3.69 Million
Q4 2022

Jan 27, 2023
BUY
$39.61 - $43.54 $181,849 - $199,892
4,591 Added 5.0%
96,374 $3.9 Million
Q3 2022

Oct 28, 2022
BUY
N/A
13,104 Added 16.66%
91,783 $3.47 Million
Q2 2022

Aug 11, 2022
BUY
N/A
66,070 Added 523.99%
78,679 $3.07 Million
Q1 2022

Apr 15, 2022
BUY
N/A
6,270 Added 98.91%
12,609 $597,000
Q4 2021

Jan 14, 2022
SELL
N/A
-38 Reduced 0.6%
6,339 $649,000
Q3 2021

Oct 18, 2021
BUY
N/A
10 Added 0.16%
6,377 $638,000
Q2 2021

Jul 15, 2021
SELL
N/A
-317 Reduced 4.74%
6,367 $663,000
Q1 2021

Apr 15, 2021
SELL
N/A
-210 Reduced 3.05%
6,684 $666,000
Q4 2020

Jan 22, 2021
SELL
N/A
-45 Reduced 0.65%
6,894 $614,000
Q3 2020

Oct 13, 2020
SELL
N/A
-278 Reduced 3.85%
6,939 $474,000
Q2 2020

Jul 13, 2020
BUY
N/A
143 Added 2.02%
7,217 $472,000
Q1 2020

Apr 30, 2020
BUY
N/A
706 Added 11.09%
7,074 $364,000
Q4 2019

Jan 14, 2020
SELL
N/A
-2,450 Reduced 27.78%
6,368 $482,000
Q3 2019

Oct 11, 2019
BUY
N/A
1,047 Added 13.47%
8,818 $615,000
Q2 2019

Jul 08, 2019
BUY
N/A
244 Added 3.24%
7,771 $555,000
Q1 2019

Apr 09, 2019
SELL
N/A
-2,822 Reduced 27.27%
7,527 $526,000
Q4 2018

Feb 07, 2019
BUY
N/A
10,349 New
10,349 $628,000

Others Institutions Holding SCHA

# of Institutions
1,105
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email