Elwood & Goetz Wealth Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	48,683 +153	+0.3%	+$4.01K	0.21%	42
2025 Q4	$1.27M	Sell	48,530 -253	-0.5%	-$6.59K	0.22%	39
2025 Q3	$1.25M	Sell	48,783 -356	-0.7%	-$8.81K	0.24%	36
2025 Q2	$1.17M	Sell	49,139 -2,503	-5%	-$55.1K	0.25%	32
2025 Q1	$1.11M	Sell	51,642 -729	-1%	-$16.6K	0.27%	30
2024 Q4	$1.19M	Sell	52,371 -186	-0.4%	-$4.25K	0.29%	29
2024 Q3	$1.17M	Sell	52,557 -6,888	-12%	-$147K	0.29%	29
2024 Q2	$1.25M	Buy	59,445 +2,334	+4%	+$47.3K	0.35%	25
2024 Q1	$1.16M	Buy	57,111 +81	+0.1%	+$1.57K	0.28%	35
2023 Q4	$1.06M	Sell	57,030 -1,311	-2%	-$22.6K	0.22%	36
2023 Q3	$969K	Buy	58,341 +18,168	+45%	+$314K	0.22%	38
2023 Q2	$692K	Buy	40,173 +1,821	+5%	+$29.7K	0.16%	37
2023 Q1	$612K	Buy	38,352 +720	+2%	+$11.3K	0.15%	38
2022 Q4	$562K	Sell	37,632 -894	-2%	-$13.4K	0.17%	38
2022 Q3	$539K	Buy	38,526 +336	+0.9%	+$5.23K	0.18%	36
2022 Q2	$563K	Sell	38,190 -237	-0.6%	-$3.8K	0.19%	35
2022 Q1	$684K	Sell	38,427 -447	-1%	-$7.85K	0.21%	31
2021 Q4	$732K	Sell	38,874 -162	-0.4%	-$2.98K	0.23%	30
2021 Q3	$676K	Sell	39,036 -1,464	-4%	-$26K	0.23%	26
2021 Q2	$704K	Sell	40,500 -276	-0.7%	-$4.67K	0.26%	23
2021 Q1	$657K	Sell	40,776 -1,206	-3%	-$19K	0.27%	24
2020 Q4	$637K	Sell	41,982 -720	-2%	-$10.3K	0.29%	23
2020 Q3	$567K	Sell	42,702 -3,150	-7%	-$41.4K	0.31%	21
2020 Q2	$561K	Buy	45,852 +1,158	+3%	+$13.3K	0.34%	20
2020 Q1	$450K	Sell	44,694 -9,156	-17%	-$111K	0.34%	16
2019 Q4	$690K	Sell	53,850 -25,014	-32%	-$307K	0.5%	17
2019 Q3	$933K	Sell	78,864 -2,388	-3%	-$28.2K	0.74%	16
2019 Q2	$955K	Buy	81,252 +7,722	+11%	+$89.2K	0.82%	15
2019 Q1	$834K	Sell	73,530 -18,588	-20%	-$203K	0.77%	15
2018 Q4	$920K	Buy	+92,118	New	+$996K	0.97%	16

Other funds holding SCHB