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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
Q2 		$8.66M Sell
239,633
-4,098
-2% -$135K 1.28% 16
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

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SCHA Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2026, selling an estimated $135K and leaving 239,633 shares worth $8.66M. The position accounts for 1.28% of the portfolio, ranked #16.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 239,633 shares of Schwab U.S Small- Cap ETF worth $8.66M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 4,098 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $135K.
  • Schwab U.S Small- Cap ETF made up 1.28% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.