ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Schwab U.S. Mid-Cap ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$15.96M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.13% | 7.99K shares | -79K | $60.53 | 263.67K |
| Q2 2022 | share | Decrease | -6.13% | -16.71K shares | -4.62M | $62.73 | 255.67K |
| Q1 2022 | share | Increase | +2.38% | 6.33K shares | -735K | $75.86 | 272.38K |
| Q4 2021 | share | Increase | +4.60% | 11.7K shares | 1.89M | $80.5 | 266.05K |
| Q3 2021 | share | Increase | +8.35% | 19.59K shares | 1.12M | $76.66 | 254.35K |
| Q2 2021 | share | Increase | +3.98% | 8.97K shares | 1.57M | $77.99 | 234.75K |
| Q1 2021 | share | Increase | +5.20% | 11.16K shares | 2.17M | $73.97 | 225.77K |
| Q4 2020 | share | Increase | +0.59% | 1.26K shares | 2.79M | $67.69 | 214.61K |
| Q3 2020 | share | Increase | +8.19% | 16.15K shares | 1.46M | $54.81 | 213.34K |
| Q2 2020 | share | Increase | +6.23% | 11.55K shares | 2.55M | $51.79 | 197.19K |
| Q1 2020 | share | Increase | +8.69% | 14.83K shares | -2.44M | $41.36 | 185.63K |
| Q4 2019 | share | Increase | +6.59% | 10.56K shares | 1.21M | $58.73 | 170.8K |
| Q3 2019 | share | Increase | +10.69% | 15.46K shares | 795K | $54.92 | 160.23K |
| Q2 2019 | share | Increase | +4.82% | 6.65K shares | 615K | $55.23 | 144.76K |
| Q1 2019 | share | Increase | +8.48% | 10.79K shares | 1.54M | $53.4 | 138.10K |
| Q4 2018 | share | Increase | 0.00% | 127.31K shares | 6.10M | $46.07 | 127.31K |