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Schwab U S Broad Market ETF shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 19k 61.05
2023-12-31 $1.1M 19k 55.67
2023-09-30 $969k 19k 49.85
2023-06-30 $692k 13k 51.70
2023-03-31 $612k 13k 47.85
2022-12-31 $562k 13k 44.81
2022-09-30 $539k 13k 41.97
2022-06-30 $563k 13k 44.23
2022-03-31 $684k 13k 53.40
2021-12-31 $732k 6.5k 112.98
2021-09-30 $676k 6.5k 103.90
2021-06-30 $704k 6.8k 104.30
2021-03-31 $657k 6.8k 96.67
2020-12-31 $637k 7.0k 91.04
2020-09-30 $567k 7.1k 79.67
2020-06-30 $561k 7.6k 73.41
2020-03-31 $450k 7.4k 60.41
2019-12-31 $690k 9.0k 76.88
2019-09-30 $933k 13k 70.98
2019-06-30 $955k 14k 70.52
2019-03-31 $834k 12k 68.05
2018-12-31 $920k 15k 59.92