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

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q1 2025

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 203,395 shares of SCHA stock, worth $4.64 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
203,395
Previous 155,795 30.55%
Holding current value
$4.64 Million
Previous $4.03 Million 18.3%
% of portfolio
1.17%
Previous 0.99%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$23.16 - $27.04 $1.1 Million - $1.29 Million
47,600 Added 30.55%
203,395 $4.77 Million
Q4 2024

Feb 03, 2025
BUY
$25.33 - $51.16 $1.95 Million - $3.93 Million
76,853 Added 97.35%
155,795 $4.03 Million
Q3 2024

Oct 23, 2024
SELL
$46.9 - $51.96 $102,992 - $114,104
-2,196 Reduced 2.71%
78,942 $4.07 Million
Q2 2024

Jul 30, 2024
SELL
$45.24 - $49.04 $554,416 - $600,985
-12,255 Reduced 13.12%
81,138 $3.85 Million
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
$38.25 - $43.54 $175,605 - $199,892
4,591 Added 5.0%
96,374 $3.9 Million
Q3 2022

Oct 28, 2022
BUY
$37.65 - $45.9 $493,365 - $601,473
13,104 Added 16.66%
91,783 $3.47 Million
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $2.5 Million - $3.17 Million
66,070 Added 523.99%
78,679 $3.07 Million
Q1 2022

Apr 15, 2022
BUY
$44.42 - $51.73 $278,513 - $324,347
6,270 Added 98.91%
12,609 $597,000
Q4 2021

Jan 14, 2022
SELL
$48.64 - $55.07 $1,848 - $2,092
-38 Reduced 0.6%
6,339 $649,000
Q3 2021

Oct 18, 2021
BUY
$48.3 - $52.49 $483 - $524
10 Added 0.16%
6,377 $638,000
Q2 2021

Jul 15, 2021
SELL
$48.39 - $52.91 $15,339 - $16,772
-317 Reduced 4.74%
6,367 $663,000
Q1 2021

Apr 15, 2021
SELL
$43.89 - $52.63 $9,216 - $11,052
-210 Reduced 3.05%
6,684 $666,000
Q4 2020

Jan 22, 2021
SELL
$34.66 - $45.17 $1,559 - $2,032
-45 Reduced 0.65%
6,894 $614,000
Q3 2020

Oct 13, 2020
SELL
$32.09 - $36.38 $8,921 - $10,113
-278 Reduced 3.85%
6,939 $474,000
Q2 2020

Jul 13, 2020
BUY
$23.59 - $35.22 $3,373 - $5,036
143 Added 2.02%
7,217 $472,000
Q1 2020

Apr 30, 2020
BUY
$22.29 - $38.7 $15,736 - $27,322
706 Added 11.09%
7,074 $364,000
Q4 2019

Jan 14, 2020
SELL
$33.63 - $38.03 $82,393 - $93,173
-2,450 Reduced 27.78%
6,368 $482,000
Q3 2019

Oct 11, 2019
BUY
$34.78 - $36.12 $36,414 - $37,817
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
1,265
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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