Elwood & Goetz Wealth Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.05M | Sell |
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|
2025
Q2 | $6.45M | Buy |
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|
2025
Q1 | $4.77M | Buy |
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|
2024
Q4 | $4.03M | Sell |
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|
2024
Q3 | $4.07M | Sell |
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|
2024
Q2 | $3.85M | Sell |
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|
2024
Q1 | $4.6M | Sell |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $4.31M | Buy |
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|
2023
Q2 | $3.67M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $3.07M | Buy |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $663K | Sell |
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|
2021
Q1 | $666K | Sell |
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|
2020
Q4 | $614K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $482K | Sell |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $555K | Buy |
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|
2019
Q1 | $526K | Sell |
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|
2018
Q4 | $628K | Buy |
|