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Elwood & Goetz Wealth Advisory Group, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on SCHA, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 239,633 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,633 shares
    Change vs previous 13F -4,098 shares

    1.28% of the 13F portfolio, value $8,657,949.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 243,731 shares
    Change vs previous 13F -8,171 shares

    1.2% of the 13F portfolio, value $7,087,704.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 251,902 shares
    Change vs previous 13F -699 shares

    1.26% of the 13F portfolio, value $7,174,174.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 252,601 shares
    Change vs previous 13F -2,299 shares

    1.35% of the 13F portfolio, value $7,047,574.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 254,900 shares
    Change vs previous 13F +51,505 shares

    1.39% of the 13F portfolio, value $6,448,977.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 203,395 shares
    Change vs previous 13F +47,600 shares

    1.16% of the 13F portfolio, value $4,765,550.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 155,795 shares
    Change vs previous 13F +76,853 shares

    0.98% of the 13F portfolio, value $4,028,865.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 78,942 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,065,525.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).