Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 52,371 shares of SCHB stock, worth $1.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
52,371
Previous 17,519 198.94%
Holding current value
$1.2 Million
Previous $1.17 Million 1.97%
% of portfolio
0.29%
Previous 0.29%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $767,092 - $2.33 Million
34,852 Added 198.94%
52,371 $1.19 Million
Q3 2024

Oct 23, 2024
SELL
$59.93 - $66.52 $137,599 - $152,729
-2,296 Reduced 11.59%
17,519 $1.17 Million
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $44,789 - $49,247
778 Added 4.09%
19,815 $1.25 Million
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $1,474 - $1,648
27 Added 0.14%
19,037 $1.16 Million
Q4 2023

Jan 18, 2024
SELL
$47.61 - $55.91 $20,805 - $24,432
-437 Reduced 2.25%
19,010 $1.06 Million
Q3 2023

Oct 19, 2023
BUY
$49.59 - $53.57 $300,317 - $324,419
6,056 Added 45.22%
19,447 $969,000
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $28,577 - $31,381
607 Added 4.75%
13,391 $692,000
Q1 2023

Apr 19, 2023
BUY
$44.47 - $49.23 $10,672 - $11,815
240 Added 1.91%
12,784 $611,000
Q4 2022

Jan 27, 2023
SELL
$41.94 - $47.81 $12,498 - $14,247
-298 Reduced 2.32%
12,544 $562,000
Q3 2022

Oct 28, 2022
BUY
$41.99 - $50.63 $4,702 - $5,670
112 Added 0.88%
12,842 $539,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $3,391 - $4,264
-79 Reduced 0.62%
12,730 $563,000
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $311,119 - $359,860
6,330 Added 97.7%
12,809 $684,000
Q4 2021

Jan 14, 2022
SELL
$51.87 - $56.86 $1,400 - $1,535
-27 Reduced 0.42%
6,479 $732,000
Q3 2021

Oct 18, 2021
SELL
$51.32 - $54.83 $12,522 - $13,378
-244 Reduced 3.61%
6,506 $676,000
Q2 2021

Jul 15, 2021
SELL
$48.92 - $52.14 $2,250 - $2,398
-46 Reduced 0.68%
6,750 $704,000
Q1 2021

Apr 15, 2021
SELL
$44.89 - $48.81 $9,022 - $9,810
-201 Reduced 2.87%
6,796 $657,000
Q4 2020

Jan 22, 2021
SELL
$39.03 - $45.5 $4,683 - $5,460
-120 Reduced 1.69%
6,997 $637,000
Q3 2020

Oct 13, 2020
SELL
$36.93 - $42.52 $19,388 - $22,323
-525 Reduced 6.87%
7,117 $567,000
Q2 2020

Jul 13, 2020
BUY
$28.84 - $38.49 $5,566 - $7,428
193 Added 2.59%
7,642 $561,000
Q1 2020

Apr 30, 2020
SELL
$26.18 - $40.44 $39,950 - $61,711
-1,526 Reduced 17.0%
7,449 $450,000
Q4 2019

Jan 14, 2020
SELL
$34.47 - $38.58 $143,705 - $160,840
-4,169 Reduced 31.72%
8,975 $690,000
Q3 2019

Oct 11, 2019
SELL
$35.32 - $36.13 $14,057 - $14,379
-398 Reduced 2.94%
13,144 $933,000
Q2 2019

Jul 08, 2019
BUY
N/A
1,287 Added 10.5%
13,542 $955,000
Q1 2019

Apr 09, 2019
SELL
N/A
-3,098 Reduced 20.18%
12,255 $834,000
Q4 2018

Feb 07, 2019
BUY
N/A
15,353 New
15,353 $920,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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