Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 432,346 shares of SCHF stock, worth $8.63 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

432,346

Previous 176,674 144.71%

Holding current value

$8.63 Million

Previous $7.26 Million 10.1%

% of portfolio

1.96%

Previous 1.81%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$18.41 - $40.87 $4.71 Million - $10.4 Million	255,672 Added 144.71%	432,346 $8 Million
Q3 2024 Oct 23, 2024	SELL	$36.98 - $41.55 $39,383 - $44,250	-1,065 Reduced 0.6%	176,674 $7.26 Million
Q2 2024 Jul 30, 2024	SELL	$37.19 - $39.82 $484,846 - $519,133	-13,037 Reduced 6.83%	177,739 $6.83 Million
Q1 2024 Apr 22, 2024	SELL	$35.71 - $39.11 $230,508 - $252,455	-6,455 Reduced 3.27%	190,776 $7.44 Million
Q4 2023 Jan 18, 2024	SELL	$32.37 - $37.01 $493,124 - $563,810	-15,234 Reduced 7.17%	197,231 $7.29 Million
Q3 2023 Oct 19, 2023	BUY	$33.82 - $36.71 $2.84 Million - $3.08 Million	83,983 Added 65.37%	212,465 $7.22 Million
Q2 2023 Jul 28, 2023	SELL	$34.48 - $36.54 $69,477 - $73,628	-2,015 Reduced 1.54%	128,482 $4.58 Million
Q1 2023 Apr 19, 2023	SELL	$32.42 - $35.44 $93,758 - $102,492	-2,892 Reduced 2.17%	130,497 $4.54 Million
Q4 2022 Jan 27, 2023	SELL	$28.0 - $33.87 $861,504 - $1.04 Million	-30,768 Reduced 18.74%	133,389 $4.3 Million
Q3 2022 Oct 28, 2022	SELL	$28.01 - $33.61 $1.42 Million - $1.71 Million	-50,754 Reduced 23.62%	164,157 $4.62 Million
Q2 2022 Aug 11, 2022	BUY	$31.13 - $37.19 $5.3 Million - $6.33 Million	170,127 Added 379.88%	214,911 $6.76 Million
Q1 2022 Apr 15, 2022	BUY	$33.67 - $39.47 $327,642 - $384,082	9,731 Added 27.76%	44,784 $1.64 Million
Q4 2021 Jan 14, 2022	SELL	$37.77 - $40.6 $40,791 - $43,848	-1,080 Reduced 2.99%	35,053 $1.36 Million
Q3 2021 Oct 18, 2021	BUY	$38.35 - $40.79 $7,094 - $7,546	185 Added 0.51%	36,133 $1.4 Million
Q2 2021 Jul 15, 2021	SELL	$38.15 - $40.84 $39,790 - $42,596	-1,043 Reduced 2.82%	35,948 $1.42 Million
Q1 2021 Apr 15, 2021	SELL	$35.74 - $38.15 $35,954 - $38,378	-1,006 Reduced 2.65%	36,991 $1.39 Million
Q4 2020 Jan 22, 2021	SELL	$30.32 - $36.26 $14,583 - $17,441	-481 Reduced 1.25%	37,997 $1.37 Million
Q3 2020 Oct 13, 2020	SELL	$29.85 - $32.42 $776 - $842	-26 Reduced 0.07%	38,478 $1.21 Million
Q2 2020 Jul 13, 2020	BUY	$24.62 - $31.42 $176,574 - $225,344	7,172 Added 22.89%	38,504 $1.15 Million
Q1 2020 Apr 30, 2020	SELL	$22.3 - $34.12 $699,015 - $1.07 Million	-31,346 Reduced 50.01%	31,332 $810,000
Q4 2019 Jan 14, 2020	SELL	$30.95 - $33.72 $263,601 - $287,193	-8,517 Reduced 11.96%	62,678 $2.11 Million
Q3 2019 Oct 11, 2019	SELL	$31.56 - $32.18 $30,202 - $30,796	-957 Reduced 1.33%	71,195 $2.27 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-1,170 Reduced 1.6%	72,152 $2.32 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-3,823 Reduced 4.96%	73,322 $2.3 Million
Q4 2018 Feb 07, 2019	BUY	N/A	77,145 New	77,145 $2.19 Million

Others Institutions Holding SCHF

# of Institutions

1,383

Shares Held

1.5B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Account

Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History