Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 177,739 shares of SCHF stock, worth $7.23 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

177,739

Previous 190,776 6.83%

Holding current value

$7.23 Million

Previous $7.44 Million 8.28%

% of portfolio

1.95%

Previous 1.81%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$37.19 - $39.82 $484,846 - $519,133	-13,037 Reduced 6.83%	177,739 $6.83 Million
Q1 2024 Apr 22, 2024	SELL	$35.71 - $39.11 $230,508 - $252,455	-6,455 Reduced 3.27%	190,776 $7.44 Million
Q4 2023 Jan 18, 2024	SELL	$32.37 - $37.01 $493,124 - $563,810	-15,234 Reduced 7.17%	197,231 $7.29 Million
Q3 2023 Oct 19, 2023	BUY	$33.82 - $36.71 $2.84 Million - $3.08 Million	83,983 Added 65.37%	212,465 $7.22 Million
Q2 2023 Jul 28, 2023	SELL	$34.48 - $36.54 $69,477 - $73,628	-2,015 Reduced 1.54%	128,482 $4.58 Million
Q1 2023 Apr 19, 2023	SELL	$32.42 - $35.44 $93,758 - $102,492	-2,892 Reduced 2.17%	130,497 $4.54 Million
Q4 2022 Jan 27, 2023	SELL	$28.0 - $33.87 $861,504 - $1.04 Million	-30,768 Reduced 18.74%	133,389 $4.3 Million
Q3 2022 Oct 28, 2022	SELL	$28.01 - $33.61 $1.42 Million - $1.71 Million	-50,754 Reduced 23.62%	164,157 $4.62 Million
Q2 2022 Aug 11, 2022	BUY	$31.13 - $37.19 $5.3 Million - $6.33 Million	170,127 Added 379.88%	214,911 $6.76 Million
Q1 2022 Apr 15, 2022	BUY	$33.67 - $39.47 $327,642 - $384,082	9,731 Added 27.76%	44,784 $1.64 Million
Q4 2021 Jan 14, 2022	SELL	$37.77 - $40.6 $40,791 - $43,848	-1,080 Reduced 2.99%	35,053 $1.36 Million
Q3 2021 Oct 18, 2021	BUY	$38.35 - $40.79 $7,094 - $7,546	185 Added 0.51%	36,133 $1.4 Million
Q2 2021 Jul 15, 2021	SELL	$38.15 - $40.84 $39,790 - $42,596	-1,043 Reduced 2.82%	35,948 $1.42 Million
Q1 2021 Apr 15, 2021	SELL	$35.74 - $38.15 $35,954 - $38,378	-1,006 Reduced 2.65%	36,991 $1.39 Million
Q4 2020 Jan 22, 2021	SELL	$30.32 - $36.26 $14,583 - $17,441	-481 Reduced 1.25%	37,997 $1.37 Million
Q3 2020 Oct 13, 2020	SELL	$29.85 - $32.42 $776 - $842	-26 Reduced 0.07%	38,478 $1.21 Million
Q2 2020 Jul 13, 2020	BUY	$24.62 - $31.42 $176,574 - $225,344	7,172 Added 22.89%	38,504 $1.15 Million
Q1 2020 Apr 30, 2020	SELL	$22.3 - $34.12 $699,015 - $1.07 Million	-31,346 Reduced 50.01%	31,332 $810,000
Q4 2019 Jan 14, 2020	SELL	$30.95 - $33.72 $263,601 - $287,193	-8,517 Reduced 11.96%	62,678 $2.11 Million
Q3 2019 Oct 11, 2019	SELL	$31.56 - $32.18 $30,202 - $30,796	-957 Reduced 1.33%	71,195 $2.27 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-1,170 Reduced 1.6%	72,152 $2.32 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-3,823 Reduced 4.96%	73,322 $2.3 Million
Q4 2018 Feb 07, 2019	BUY	N/A	77,145 New	77,145 $2.19 Million

Others Institutions Holding SCHF

# of Institutions

1,195

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

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About SCHWAB STRATEGIC TR INTL EQTY

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Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History