ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Schwab U.S. Small-Cap ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$3.46M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.66% | 13.10K shares | 401K | $37.8 | 91.78K |
| Q2 2022 | share | Increase | +523.99% | 66.07K shares | 2.47M | $38.99 | 78.67K |
| Q1 2022 | share | Decrease | -0.54% | -69 shares | -52K | $47.36 | 12.60K |
| Q4 2021 | share | Decrease | -0.60% | -38 shares | 11K | $102.53 | 6.33K |
| Q3 2021 | share | Increase | +0.16% | 10 shares | -25K | $100.1 | 6.37K |
| Q2 2021 | share | Decrease | -4.74% | -317 shares | -3K | $103.88 | 6.36K |
| Q1 2021 | share | Decrease | -3.05% | -210 shares | 52K | $99.17 | 6.68K |
| Q4 2020 | share | Decrease | -0.65% | -45 shares | 140K | $88.35 | 6.89K |
| Q3 2020 | share | Decrease | -3.85% | -278 shares | 2K | $67.59 | 6.93K |
| Q2 2020 | share | Increase | +2.02% | 143 shares | 108K | $64.37 | 7.21K |
| Q1 2020 | share | Increase | +11.09% | 706 shares | -118K | $50.66 | 7.07K |
| Q4 2019 | share | Decrease | -27.78% | -2.45K shares | -133K | $74.03 | 6.36K |
| Q3 2019 | share | Increase | +13.47% | 1.04K shares | 60K | $67.9 | 8.81K |
| Q2 2019 | share | Increase | +3.24% | 244 shares | 29K | $69.35 | 7.77K |
| Q1 2019 | share | Decrease | -27.27% | -2.82K shares | -102K | $67.61 | 7.52K |
| Q4 2018 | share | Increase | 0.00% | 10.34K shares | 628K | $58.53 | 10.34K |