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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 49k | 25.71 |
| 2025-06-30 | $1.2M | 49k | 23.83 |
| 2025-03-31 | $1.1M | 52k | 21.53 |
| 2024-12-31 | $1.2M | 52k | 22.70 |
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-06-30 | $1.2M | 20k | 62.87 |
| 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 |
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