Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 323,794 shares of SCHM stock, worth $26.7 Million. This represents 7.18% of its overall portfolio holdings.

Number of Shares
323,794
Previous 311,913 3.81%
Holding current value
$26.7 Million
Previous $25.4 Million 0.78%
% of portfolio
7.18%
Previous 6.17%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$75.69 - $81.19 $899,272 - $964,618
11,881 Added 3.81%
323,794 $25.2 Million
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $500,462 - $559,098
6,866 Added 2.25%
311,913 $25.4 Million
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $58,284 - $70,253
-925 Reduced 0.3%
305,047 $23 Million
Q3 2023

Oct 19, 2023
SELL
$66.75 - $73.98 $814,283 - $902,482
-12,199 Reduced 3.83%
305,972 $20.7 Million
Q2 2023

Jul 28, 2023
BUY
$65.29 - $71.03 $654,466 - $712,004
10,024 Added 3.25%
318,171 $22.6 Million
Q1 2023

Apr 19, 2023
BUY
$64.24 - $73.9 $1.55 Million - $1.78 Million
24,154 Added 8.51%
308,147 $20.9 Million
Q4 2022

Jan 27, 2023
BUY
$61.05 - $69.94 $1.24 Million - $1.42 Million
20,321 Added 7.71%
283,993 $18.6 Million
Q3 2022

Oct 28, 2022
BUY
$60.5 - $72.51 $483,697 - $579,717
7,995 Added 3.13%
263,672 $16 Million
Q2 2022

Aug 11, 2022
SELL
$60.91 - $76.4 $1.02 Million - $1.28 Million
-16,710 Reduced 6.13%
255,677 $16 Million
Q1 2022

Apr 15, 2022
BUY
$70.66 - $80.89 $447,701 - $512,519
6,336 Added 2.38%
272,387 $20.7 Million
Q4 2021

Jan 14, 2022
BUY
$76.01 - $83.39 $889,317 - $975,663
11,700 Added 4.6%
266,051 $21.4 Million
Q3 2021

Oct 18, 2021
BUY
$74.65 - $80.95 $1.46 Million - $1.59 Million
19,597 Added 8.35%
254,351 $19.5 Million
Q2 2021

Jul 15, 2021
BUY
$74.64 - $79.12 $670,192 - $710,418
8,979 Added 3.98%
234,754 $18.4 Million
Q1 2021

Apr 15, 2021
BUY
$67.07 - $76.85 $748,568 - $857,722
11,161 Added 5.2%
225,775 $16.8 Million
Q4 2020

Jan 22, 2021
BUY
$55.93 - $68.45 $70,863 - $86,726
1,267 Added 0.59%
214,614 $14.6 Million
Q3 2020

Oct 13, 2020
BUY
$51.99 - $58.83 $839,846 - $950,339
16,154 Added 8.19%
213,347 $11.8 Million
Q2 2020

Jul 13, 2020
BUY
$39.01 - $57.03 $450,916 - $659,209
11,559 Added 6.23%
197,193 $10.4 Million
Q1 2020

Apr 30, 2020
BUY
$35.83 - $62.24 $531,502 - $923,268
14,834 Added 8.69%
185,634 $7.83 Million
Q4 2019

Jan 14, 2020
BUY
$54.56 - $60.24 $576,535 - $636,556
10,567 Added 6.59%
170,800 $10.3 Million
Q3 2019

Oct 11, 2019
BUY
$56.23 - $57.59 $869,821 - $890,859
15,469 Added 10.69%
160,233 $9.06 Million
Q2 2019

Jul 08, 2019
BUY
N/A
6,656 Added 4.82%
144,764 $8.27 Million
Q1 2019

Apr 09, 2019
BUY
N/A
10,793 Added 8.48%
138,108 $7.65 Million
Q4 2018

Feb 07, 2019
BUY
N/A
127,315 New
127,315 $6.1 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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