EWG Elevate Inc. SCHM Holdings History

Number of Shares
32,530.00
Current Holdings Value*
$852,300.00
% of Portfolio
0.32%
Total Estimate Gain
$-2.71 Mil
% of Total Estimate Gain
-22.58%

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

As of 2025-03-31, EWG Elevate Inc. held 32,530.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $852,300.00. This investment constitutes 0.32% of their stock portfolio, and EWG Elevate Inc. now holds 0.01% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.

The initial trade took place in 2019Q4. And since then EWG Elevate Inc. has made 12 purchases of SCHM, at an average price of $44.47, for a total of 269,979.00 shares. In addition, there have been 9 sales at an average price of $35.22 for 237,449.00 shares. Based on historical transaction data and SCHM's current price of $28.61, EWG Elevate Inc.'s estimated gain on his SCHM holdings is $-2.71 Mil, reflecting a -22.58% gain to date.

EWG Elevate Inc. SCHM ($28.61) Holding Chart

EWG Elevate Inc. SCHM ($28.61) 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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