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

Elwood & Goetz Wealth Advisory Group, LLC

$351 Million
Q2 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 17,750 shares of SCHE stock, worth $531,435. This represents 0.13% of its overall portfolio holdings.

Number of Shares

17,750

Previous 18,492 4.01%

Holding current value

$531,435

Previous $466,000 1.07%

% of portfolio

0.13%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$24.67 - $27.2 $18,305 - $20,182	-742 Reduced 4.01%	17,750 $471,000
Q1 2024 Apr 22, 2024	SELL	$23.47 - $25.45 $4,388 - $4,759	-187 Reduced 1.0%	18,492 $466,000
Q4 2023 Jan 18, 2024	SELL	$23.04 - $24.89 $4,654 - $5,027	-202 Reduced 1.07%	18,679 $463,000
Q3 2023 Oct 19, 2023	BUY	$23.83 - $26.11 $10,794 - $11,827	453 Added 2.46%	18,881 $452,000
Q1 2023 Apr 19, 2023	BUY	$23.32 - $26.39 $303 - $343	13 Added 0.07%	18,428 $451,000
Q4 2022 Jan 27, 2023	SELL	$21.59 - $24.95 $13,515 - $15,618	-626 Reduced 3.29%	18,415 $435,000
Q3 2022 Oct 28, 2022	BUY	$22.4 - $25.83 $21,705 - $25,029	969 Added 5.36%	19,041 $427,000
Q2 2022 Aug 11, 2022	SELL	$24.51 - $28.87 $51,446 - $60,598	-2,099 Reduced 10.41%	18,072 $459,000
Q1 2022 Apr 15, 2022	SELL	$25.61 - $30.82 $181,805 - $218,791	-7,099 Reduced 26.03%	20,171 $560,000
Q4 2021 Jan 14, 2022	BUY	$28.68 - $31.96 $168,638 - $187,924	5,880 Added 27.49%	27,270 $808,000
Q3 2021 Oct 18, 2021	BUY	$29.81 - $32.7 $56,370 - $61,835	1,891 Added 9.7%	21,390 $652,000
Q1 2021 Apr 15, 2021	SELL	$30.78 - $34.63 $26,255 - $29,539	-853 Reduced 4.19%	19,499 $620,000
Q4 2020 Jan 22, 2021	SELL	$26.72 - $30.68 $2,805 - $3,221	-105 Reduced 0.51%	20,352 $624,000
Q3 2020 Oct 13, 2020	SELL	$24.69 - $27.71 $94,439 - $105,990	-3,825 Reduced 15.75%	20,457 $547,000
Q2 2020 Jul 13, 2020	BUY	$19.87 - $25.05 $121,067 - $152,629	6,093 Added 33.5%	24,282 $591,000
Q1 2020 Apr 30, 2020	SELL	$18.68 - $28.22 $12,814 - $19,358	-686 Reduced 3.63%	18,189 $376,000
Q4 2019 Jan 14, 2020	SELL	$24.83 - $27.51 $176,317 - $195,348	-7,101 Reduced 27.34%	18,875 $517,000
Q3 2019 Oct 11, 2019	SELL	$25.08 - $25.94 $66,336 - $68,611	-2,645 Reduced 9.24%	25,976 $653,000
Q2 2019 Jul 08, 2019	SELL	N/A	-1,454 Reduced 4.83%	28,621 $751,000
Q1 2019 Apr 09, 2019	SELL	N/A	-19,654 Reduced 39.52%	30,075 $782,000
Q4 2018 Feb 07, 2019	BUY	N/A	49,729 New	49,729 $1.17 Million

Others Institutions Holding SCHE

# of Institutions

771

Shares Held

237M

Call Options Held

13.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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