EWG Elevate Inc. SCHV Holdings History

Number of Shares
337,726.00
Current Holdings Value*
$8.98 Mil
% of Portfolio
3.4%
Total Estimate Gain
$-4.03 Mil
% of Total Estimate Gain
-19.44%

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

As of 2025-03-31, EWG Elevate Inc. held 337,726.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $8.98 Mil. This investment constitutes 3.4% of their stock portfolio, and EWG Elevate Inc. now holds 0.08% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2019Q4. And since then EWG Elevate Inc. has made 13 purchases of SCHV, at an average price of $44.87, for a total of 462,118.00 shares. In addition, there have been 7 sales at an average price of $58.25 for 124,392.00 shares. Based on historical transaction data and SCHV's current price of $28.01, EWG Elevate Inc.'s estimated gain on his SCHV holdings is $-4.03 Mil, reflecting a -19.44% gain to date.

EWG Elevate Inc. SCHV ($28.01) Holding Chart

EWG Elevate Inc. SCHV ($28.01) 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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