Schwab U S Small Cap ETF shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 253k | 27.90 |
| 2025-06-30 | $6.4M | 255k | 25.30 |
| 2025-03-31 | $4.8M | 203k | 23.43 |
| 2024-12-31 | $4.0M | 156k | 25.86 |
| 2024-09-30 | $4.1M | 79k | 51.50 |
| 2024-06-30 | $3.9M | 81k | 47.45 |
| 2024-03-31 | $4.6M | 93k | 49.24 |
| 2023-12-31 | $4.5M | 95k | 47.24 |
| 2023-09-30 | $4.3M | 104k | 41.42 |
| 2023-06-30 | $3.7M | 84k | 43.80 |
| 2023-03-31 | $3.7M | 88k | 41.93 |
| 2022-12-31 | $3.9M | 96k | 40.51 |
| 2022-09-30 | $3.5M | 92k | 37.80 |
| 2022-06-30 | $3.1M | 79k | 38.99 |
| 2022-03-31 | $597k | 13k | 47.35 |
| 2021-12-31 | $649k | 6.3k | 102.38 |
| 2021-09-30 | $638k | 6.4k | 100.05 |
| 2021-06-30 | $663k | 6.4k | 104.13 |
| 2021-03-31 | $666k | 6.7k | 99.64 |
| 2020-12-31 | $614k | 6.9k | 89.06 |
| 2020-09-30 | $474k | 6.9k | 68.31 |
| 2020-06-30 | $472k | 7.2k | 65.40 |
| 2020-03-31 | $364k | 7.1k | 51.46 |
| 2019-12-31 | $482k | 6.4k | 75.69 |
| 2019-09-30 | $615k | 8.8k | 69.74 |
| 2019-06-30 | $555k | 7.8k | 71.42 |
| 2019-03-31 | $526k | 7.5k | 69.88 |
| 2018-12-31 | $628k | 10k | 60.68 |
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