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
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$407 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$205 Million19.23% of portfolio