Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 25,893 shares of SCHH stock, worth $571,717. This represents 0.13% of its overall portfolio holdings.
Number of Shares
25,893
Previous 10,181
154.33%
Holding current value
$571,717
Previous $235,000
131.91%
% of portfolio
0.13%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio