Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic U.S. Reit ETF Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q1 2025

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 23,517 shares of SCHH stock, worth $494,562. This represents 0.12% of its overall portfolio holdings.

Number of Shares
23,517
Previous 25,893 9.18%
Holding current value
$494,562
Previous $545,000 7.34%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$20.2 - $22.24 $47,995 - $52,842
-2,376 Reduced 9.18%
23,517 $505,000
Q4 2024

Feb 03, 2025
BUY
$20.55 - $23.26 $322,881 - $365,461
15,712 Added 154.33%
25,893 $545,000
Q3 2024

Oct 23, 2024
SELL
$19.78 - $23.53 $1,760 - $2,094
-89 Reduced 0.87%
10,181 $235,000
Q1 2024

Apr 22, 2024
SELL
$19.39 - $20.93 $186,357 - $201,158
-9,611 Reduced 48.34%
10,270 $208,000
Q4 2023

Jan 18, 2024
BUY
$16.76 - $20.95 $30,419 - $38,024
1,815 Added 10.05%
19,881 $411,000
Q3 2023

Oct 19, 2023
BUY
$17.52 - $20.27 $316,516 - $366,197
18,066 New
18,066 $320,000
Q4 2019

Jan 14, 2020
SELL
$22.24 - $24.07 $150,231 - $162,592
-6,755 Closed
0 $0
Q3 2019

Oct 11, 2019
SELL
$23.18 - $23.61 $12,262 - $12,489
-529 Reduced 7.26%
6,755 $319,000
Q2 2019

Jul 08, 2019
BUY
N/A
50 Added 0.69%
7,284 $324,000
Q1 2019

Apr 09, 2019
SELL
N/A
-2,887 Reduced 28.52%
7,234 $321,000
Q4 2018

Feb 07, 2019
BUY
N/A
10,121 New
10,121 $390,000

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
176M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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