Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 19,037 shares of SCHB stock, worth $1.22 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
19,037
Previous 19,010 0.14%
Holding current value
$1.22 Million
Previous $1.06 Million 9.83%
% of portfolio
0.28%
Previous 0.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $13,076 - $14,247
-298 Reduced 2.32%
12,544 $562,000
Q3 2022

Oct 28, 2022
BUY
N/A
112 Added 0.88%
12,842 $539,000
Q2 2022

Aug 11, 2022
SELL
N/A
-79 Reduced 0.62%
12,730 $563,000
Q1 2022

Apr 15, 2022
BUY
N/A
6,330 Added 97.7%
12,809 $684,000
Q4 2021

Jan 14, 2022
SELL
N/A
-27 Reduced 0.42%
6,479 $732,000
Q3 2021

Oct 18, 2021
SELL
N/A
-244 Reduced 3.61%
6,506 $676,000
Q2 2021

Jul 15, 2021
SELL
N/A
-46 Reduced 0.68%
6,750 $704,000
Q1 2021

Apr 15, 2021
SELL
N/A
-201 Reduced 2.87%
6,796 $657,000
Q4 2020

Jan 22, 2021
SELL
N/A
-120 Reduced 1.69%
6,997 $637,000
Q3 2020

Oct 13, 2020
SELL
N/A
-525 Reduced 6.87%
7,117 $567,000
Q2 2020

Jul 13, 2020
BUY
N/A
193 Added 2.59%
7,642 $561,000
Q1 2020

Apr 30, 2020
SELL
N/A
-1,526 Reduced 17.0%
7,449 $450,000
Q4 2019

Jan 14, 2020
SELL
N/A
-4,169 Reduced 31.72%
8,975 $690,000
Q3 2019

Oct 11, 2019
SELL
N/A
-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
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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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