EWG Elevate Inc. SCHG Holdings History

Number of Shares
376,469.00
Current Holdings Value*
$9.43 Mil
% of Portfolio
3.58%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
4.86%

EWG Elevate Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, EWG Elevate Inc. held 376,469.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $9.43 Mil. This investment constitutes 3.58% of their stock portfolio, and EWG Elevate Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2019Q4. And since then EWG Elevate Inc. has made 10 purchases of SCHG, at an average price of $41.06, for a total of 576,654.00 shares. In addition, there have been 8 sales at an average price of $68.83 for 200,185.00 shares. Based on historical transaction data and SCHG's current price of $29.35, EWG Elevate Inc.'s estimated gain on his SCHG holdings is $1.15 Mil, reflecting a 4.86% gain to date.

EWG Elevate Inc. SCHG ($29.35) Holding Chart

EWG Elevate Inc. SCHG ($29.35) 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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