Elwood & Goetz Wealth Advisory Group, LLC SCHM Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 1.03 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $28.79 Mil. This investment constitutes 6.22% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0.25% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 22 purchases of SCHM, at an average price of $37.60, for a total of 1.11 Mil shares. In addition, there have been 4 sales at an average price of $41.24 for 87,329.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his SCHM holdings is $-8.75 Mil, reflecting a -20.90% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC SCHM ($28.76) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC SCHM ($28.76) 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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