Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Us Emergin 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 Tr Us Emergin stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 18,070 shares of SCHE stock, worth $479,577. This represents 0.12% of its overall portfolio holdings.

Number of Shares
18,070
Previous 17,853 1.22%
Holding current value
$479,577
Previous $520,000 7.5%
% of portfolio
0.12%
Previous 0.13%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$26.63 - $30.23 $5,778 - $6,559
217 Added 1.22%
18,070 $481,000
Q3 2024

Oct 23, 2024
BUY
$25.45 - $29.53 $2,621 - $3,041
103 Added 0.58%
17,853 $520,000
Q2 2024

Jul 30, 2024
SELL
$24.67 - $27.2 $18,305 - $20,182
-742 Reduced 4.01%
17,750 $471,000
Q1 2024

Apr 22, 2024
SELL
$23.47 - $25.45 $4,388 - $4,759
-187 Reduced 1.0%
18,492 $466,000
Q4 2023

Jan 18, 2024
SELL
$23.04 - $24.89 $4,654 - $5,027
-202 Reduced 1.07%
18,679 $463,000
Q3 2023

Oct 19, 2023
BUY
$23.83 - $26.11 $10,794 - $11,827
453 Added 2.46%
18,881 $452,000
Q1 2023

Apr 19, 2023
BUY
$23.32 - $26.39 $303 - $343
13 Added 0.07%
18,428 $451,000
Q4 2022

Jan 27, 2023
SELL
$21.59 - $24.95 $13,515 - $15,618
-626 Reduced 3.29%
18,415 $435,000
Q3 2022

Oct 28, 2022
BUY
$22.4 - $25.83 $21,705 - $25,029
969 Added 5.36%
19,041 $427,000
Q2 2022

Aug 11, 2022
SELL
$24.51 - $28.87 $51,446 - $60,598
-2,099 Reduced 10.41%
18,072 $459,000
Q1 2022

Apr 15, 2022
SELL
$25.61 - $30.82 $181,805 - $218,791
-7,099 Reduced 26.03%
20,171 $560,000
Q4 2021

Jan 14, 2022
BUY
$28.68 - $31.96 $168,638 - $187,924
5,880 Added 27.49%
27,270 $808,000
Q3 2021

Oct 18, 2021
BUY
$29.81 - $32.7 $56,370 - $61,835
1,891 Added 9.7%
21,390 $652,000
Q1 2021

Apr 15, 2021
SELL
$30.78 - $34.63 $26,255 - $29,539
-853 Reduced 4.19%
19,499 $620,000
Q4 2020

Jan 22, 2021
SELL
$26.72 - $30.68 $2,805 - $3,221
-105 Reduced 0.51%
20,352 $624,000
Q3 2020

Oct 13, 2020
SELL
$24.69 - $27.71 $94,439 - $105,990
-3,825 Reduced 15.75%
20,457 $547,000
Q2 2020

Jul 13, 2020
BUY
$19.87 - $25.05 $121,067 - $152,629
6,093 Added 33.5%
24,282 $591,000
Q1 2020

Apr 30, 2020
SELL
$18.68 - $28.22 $12,814 - $19,358
-686 Reduced 3.63%
18,189 $376,000
Q4 2019

Jan 14, 2020
SELL
$24.83 - $27.51 $176,317 - $195,348
-7,101 Reduced 27.34%
18,875 $517,000
Q3 2019

Oct 11, 2019
SELL
$25.08 - $25.94 $66,336 - $68,611
-2,645 Reduced 9.24%
25,976 $653,000
Q2 2019

Jul 08, 2019
SELL
N/A
-1,454 Reduced 4.83%
28,621 $751,000
Q1 2019

Apr 09, 2019
SELL
N/A
-19,654 Reduced 39.52%
30,075 $782,000
Q4 2018

Feb 07, 2019
BUY
N/A
49,729 New
49,729 $1.17 Million

Others Institutions Holding SCHE

# of Institutions
838
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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