Elwood & Goetz Wealth Advisory Group, LLC SCHA Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 254,900.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.45 Mil. This investment constitutes 1.39% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 13 purchases of SCHA, at an average price of $31.44, for a total of 304,816.00 shares. In addition, there have been 13 sales at an average price of $41.34 for 49,916.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his SCHA holdings is $-872,622.02, reflecting a -9.11% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC SCHA ($26.08) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC SCHA ($26.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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