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Elwood & Goetz Wealth Advisory Group, LLC: SCHM 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 SCHM, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 344,437 SCHM 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 344,437 shares
    Change vs previous 13F -1,308 shares

    1.88% of the 13F portfolio, value $12,699,396.

    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 345,745 shares
    Change vs previous 13F -928 shares

    1.82% of the 13F portfolio, value $10,704,267.

    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 346,673 shares
    Change vs previous 13F -11,250 shares

    1.83% of the 13F portfolio, value $10,424,448.

    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 357,923 shares
    Change vs previous 13F -668,568 shares

    2.04% of the 13F portfolio, value $10,608,852.

    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 1,026,491 shares
    Change vs previous 13F -57,495 shares

    6.22% of the 13F portfolio, value $28,793,073.

    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 1,083,986 shares
    Change vs previous 13F +23,223 shares

    6.94% of the 13F portfolio, value $28,400,441.

    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 1,060,763 shares
    Change vs previous 13F +719,823 shares

    7.17% of the 13F portfolio, value $29,393,737.

    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 340,940 shares
    Change vs previous 13F not available

    7.01% of the 13F portfolio, value $28,328,673.

    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).