ELEVATION WEALTH PARTNERS, LLC SCHX Holdings History
ELEVATION WEALTH PARTNERS, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 430,989.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $10.53 Mil. This investment constitutes 4.16% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.02% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q2. And since then ELEVATION WEALTH PARTNERS, LLC has made 6 purchases of SCHX, at an average price of $32.19, for a total of 445,779.00 shares. In addition, there have been 2 sales at an average price of $62.42 for 14,790.00 shares. Based on historical transaction data and SCHX's current price of $25.05, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his SCHX holdings is $-2.63 Mil, reflecting a -18.35% gain to date.
ELEVATION WEALTH PARTNERS, LLC SCHX ($25.05) Holding Chart
ELEVATION WEALTH PARTNERS, LLC SCHX ($25.05) 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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