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 $498,912. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,070
Previous 17,853
1.22%
Holding current value
$498,912
Previous $520,000
7.5%
% of portfolio
0.12%
Previous 0.13%
Shares
23 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$64.7 Million0.13% of portfolio