Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 10,270 shares of SCHH stock, worth $203,859. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,270

Previous 19,881 48.34%

Holding current value

$203,859

Previous $411,000 49.39%

% of portfolio

0.05%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-6,755 Closed	0 $0
Q3 2019 Oct 11, 2019	SELL	N/A	-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

505

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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