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

Elwood & Goetz Wealth Advisory Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
48,698
+15
+0% +$420 0.21% 41
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Elwood & Goetz Wealth Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, buying an estimated $420 and bringing the position to 48,698 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #41.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 48,698 shares of Schwab US Broad Market ETF worth $1.41M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 15 Schwab US Broad Market ETF shares in Q2 2026, an estimated $420.
  • Schwab US Broad Market ETF made up 0.21% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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