Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 25,893 shares of SCHH stock, worth $558,770. This represents 0.13% of its overall portfolio holdings.

Number of Shares

25,893

Previous 10,181 154.33%

Holding current value

$558,770

Previous $235,000 131.91%

% of portfolio

0.13%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$20.55 - $23.26 $322,881 - $365,461	15,712 Added 154.33%	25,893 $545,000
Q3 2024 Oct 23, 2024	SELL	$19.78 - $23.53 $1,760 - $2,094	-89 Reduced 0.87%	10,181 $235,000
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	$22.24 - $24.07 $150,231 - $162,592	-6,755 Closed	0 $0
Q3 2019 Oct 11, 2019	SELL	$23.18 - $23.61 $12,262 - $12,489	-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

551

Shares Held

184M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Industry ETFs

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