ELEVATION WEALTH PARTNERS, LLC SCHK Holdings History
ELEVATION WEALTH PARTNERS, LLC's Schwab 1000 Index ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 30,757.00 shares of Schwab 1000 Index ETF(SCHK), totaling $917,170.00. This investment constitutes 0.36% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.02% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2023Q4. And since then ELEVATION WEALTH PARTNERS, LLC has made 3 purchases of SCHK, at an average price of $29.32, for a total of 30,757.00 shares. Based on historical transaction data and SCHK's current price of $30.54, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his SCHK holdings is $37,420.64, reflecting a 4.15% gain to date.
ELEVATION WEALTH PARTNERS, LLC SCHK ($30.54) Holding Chart
ELEVATION WEALTH PARTNERS, LLC SCHK ($30.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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