Elwood & Goetz Wealth Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-202,923	Closed	-$3.92M	–	34
2019 Q4	$3.92M	Sell	202,923 -1,422	-0.7%	-$26.6K	2.81%	8
2019 Q3	$3.73M	Sell	204,345 -2,619	-1%	-$46.9K	2.95%	8
2019 Q2	$3.66M	Sell	206,964 -13,218	-6%	-$232K	3.14%	8
2019 Q1	$3.84M	Sell	220,182 -831	-0.4%	-$14K	3.53%	8
2018 Q4	$3.46M	Buy	+221,013	New	+$3.68M	3.66%	8

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SCHD Position: Q1 2020 in Review

Elwood & Goetz Wealth Advisory Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 202,923 shares — an estimated $3.92M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHD in Q4 2018 and held it in 5 quarters. The position peaked at $3.92M in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

Elwood & Goetz Wealth Advisory Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 202,923 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $3.92M.
Elwood & Goetz Wealth Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 5 quarters.
Elwood & Goetz Wealth Advisory Group's Schwab US Dividend Equity ETF position peaked at $3.92M in Q4 2019.
646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.