Elwood & Goetz Wealth Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
49,139
-2,503
| -5% | -$59.6K | 0.25% | 32 |
|
|
2025
Q1 | $1.11M | Sell |
51,642
-729
| -1% | -$15.7K | 0.27% | 30 |
|
|
2024
Q4 | $1.19M | Sell |
52,371
-186
| -0.4% | -$4.22K | 0.29% | 29 |
|
|
2024
Q3 | $1.17M | Sell |
52,557
-6,888
| -12% | -$153K | 0.29% | 29 |
|
|
2024
Q2 | $1.25M | Buy |
59,445
+2,334
| +4% | +$48.9K | 0.35% | 25 |
|
|
2024
Q1 | $1.16M | Buy |
57,111
+81
| +0.1% | +$1.65K | 0.28% | 35 |
|
|
2023
Q4 | $1.06M | Sell |
57,030
-1,311
| -2% | -$24.3K | 0.22% | 36 |
|
|
2023
Q3 | $969K | Buy |
58,341
+18,168
| +45% | +$302K | 0.22% | 38 |
|
|
2023
Q2 | $692K | Buy |
40,173
+1,821
| +5% | +$31.4K | 0.16% | 37 |
|
|
2023
Q1 | $612K | Buy |
38,352
+720
| +2% | +$11.5K | 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% | +$4.7K | 0.18% | 36 |
|
|
2022
Q2 | $563K | Sell |
38,190
-237
| -0.6% | -$3.49K | 0.19% | 35 |
|
|
2022
Q1 | $684K | Sell |
38,427
-447
| -1% | -$7.96K | 0.21% | 31 |
|
|
2021
Q4 | $732K | Sell |
38,874
-162
| -0.4% | -$3.05K | 0.23% | 30 |
|
|
2021
Q3 | $676K | Sell |
39,036
-1,464
| -4% | -$25.4K | 0.23% | 26 |
|
|
2021
Q2 | $704K | Sell |
40,500
-276
| -0.7% | -$4.8K | 0.26% | 23 |
|
|
2021
Q1 | $657K | Sell |
40,776
-1,206
| -3% | -$19.4K | 0.27% | 24 |
|
|
2020
Q4 | $637K | Sell |
41,982
-720
| -2% | -$10.9K | 0.29% | 23 |
|
|
2020
Q3 | $567K | Sell |
42,702
-3,150
| -7% | -$41.8K | 0.31% | 21 |
|
|
2020
Q2 | $561K | Buy |
45,852
+1,158
| +3% | +$14.2K | 0.34% | 20 |
|
|
2020
Q1 | $450K | Sell |
44,694
-9,156
| -17% | -$92.2K | 0.34% | 16 |
|
|
2019
Q4 | $690K | Sell |
53,850
-25,014
| -32% | -$321K | 0.5% | 17 |
|
|
2019
Q3 | $933K | Sell |
78,864
-2,388
| -3% | -$28.3K | 0.74% | 16 |
|
|
2019
Q2 | $955K | Buy |
81,252
+7,722
| +11% | +$90.8K | 0.82% | 15 |
|
|
2019
Q1 | $834K | Sell |
73,530
-18,588
| -20% | -$211K | 0.77% | 15 |
|
|
2018
Q4 | $920K | Buy |
+92,118
| New | +$920K | 0.97% | 16 |
|