Elwood & Goetz Wealth Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 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 340,940 shares of SCHM stock, worth $9.58 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
340,940
Previous 323,794
5.3%
Holding current value
$9.58 Million
Previous $25.2 Million
12.41%
% of portfolio
7.04%
Previous 7.18%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio