Elwood & Goetz Wealth Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-86,508	Closed	-$1.73M	–	35
2019 Q4	$1.73M	Sell	86,508 -5,364	-6%	-$104K	1.24%	13
2019 Q3	$1.74M	Sell	91,872 -1,941	-2%	-$36.3K	1.37%	13
2019 Q2	$1.76M	Sell	93,813 -1,836	-2%	-$33.9K	1.51%	12
2019 Q1	$1.75M	Sell	95,649 -7,290	-7%	-$129K	1.6%	12
2018 Q4	$1.69M	Buy	+102,939	New	+$1.82M	1.79%	12

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Elwood & Goetz Wealth Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2020, closing a stake of 86,508 shares — an estimated $1.73M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHV in Q4 2018 and held it in 5 quarters. The position peaked at $1.76M in Q2 2019. 454 funds tracked by Wall St. Rank hold SCHV as of Q1 2020.

Elwood & Goetz Wealth Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 86,508 Schwab US Large-Cap Value ETF shares in Q1 2020, an estimated $1.73M.
Elwood & Goetz Wealth Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 5 quarters.
Elwood & Goetz Wealth Advisory Group's Schwab US Large-Cap Value ETF position peaked at $1.76M in Q2 2019.
454 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2020.

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