Elwood & Goetz Wealth Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.09M	Sell	243,731 -8,171	-3%	-$245K	1.2%	16
2025 Q4	$7.17M	Sell	251,902 -699	-0.3%	-$19.7K	1.26%	15
2025 Q3	$7.05M	Sell	252,601 -2,299	-0.9%	-$61.5K	1.35%	15
2025 Q2	$6.45M	Buy	254,900 +51,505	+25%	+$1.22M	1.39%	14
2025 Q1	$4.77M	Buy	203,395 +47,600	+31%	+$1.21M	1.16%	15
2024 Q4	$4.03M	Sell	155,795 -2,089	-1%	-$55.6K	0.98%	15
2024 Q3	$4.07M	Sell	157,884 -4,392	-3%	-$109K	1.01%	14
2024 Q2	$3.85M	Sell	162,276 -24,510	-13%	-$581K	1.09%	14
2024 Q1	$4.6M	Sell	186,786 -3,762	-2%	-$88.1K	1.12%	17
2023 Q4	$4.5M	Sell	190,548 -17,608	-8%	-$371K	0.95%	19
2023 Q3	$4.31M	Buy	208,156 +40,404	+24%	+$887K	1%	20
2023 Q2	$3.67M	Sell	167,752 -8,188	-5%	-$171K	0.84%	20
2023 Q1	$3.69M	Sell	175,940 -16,808	-9%	-$361K	0.88%	20
2022 Q4	$3.9M	Buy	192,748 +9,182	+5%	+$188K	1.19%	20
2022 Q3	$3.47M	Buy	183,566 +26,208	+17%	+$548K	1.17%	21
2022 Q2	$3.07M	Buy	157,358 +132,140	+524%	+$2.82M	1.03%	21
2022 Q1	$597K	Sell	25,218 -138	-0.5%	-$3.26K	0.19%	35
2021 Q4	$649K	Sell	25,356 -152	-0.6%	-$3.93K	0.2%	33
2021 Q3	$638K	Buy	25,508 +40	+0.2%	+$1.02K	0.22%	29
2021 Q2	$663K	Sell	25,468 -1,268	-5%	-$32.4K	0.25%	25
2021 Q1	$666K	Sell	26,736 -840	-3%	-$20.7K	0.28%	23
2020 Q4	$614K	Sell	27,576 -180	-0.6%	-$3.58K	0.28%	25
2020 Q3	$474K	Sell	27,756 -1,112	-4%	-$19.1K	0.26%	24
2020 Q2	$472K	Buy	28,868 +572	+2%	+$8.56K	0.29%	21
2020 Q1	$364K	Buy	28,296 +2,824	+11%	+$48K	0.27%	20
2019 Q4	$482K	Sell	25,472 -9,800	-28%	-$177K	0.35%	20
2019 Q3	$615K	Buy	35,272 +4,188	+13%	+$73.9K	0.49%	19
2019 Q2	$555K	Buy	31,084 +976	+3%	+$17.3K	0.48%	18
2019 Q1	$526K	Sell	30,108 -11,288	-27%	-$193K	0.48%	18
2018 Q4	$628K	Buy	+41,396	New	+$700K	0.66%	17