Number of Shares
445,489.00
Current Holdings Value*
$11.16 Mil
% of Portfolio
5.9%
Total Estimate Gain
$880,106.28
% of Total Estimate Gain
7.22%

Elite Financial, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Elite Financial, Inc. held 445,489.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $11.16 Mil. This investment constitutes 5.9% of their stock portfolio, and Elite Financial, Inc. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q4. And since then Elite Financial, Inc. has made 1 purchases of SCHG, at an average price of $27.37, for a total of 445,489.00 shares. Based on historical transaction data and SCHG's current price of $29.35, Elite Financial, Inc.'s estimated gain on his SCHG holdings is $880,106.28, reflecting a 7.22% gain to date.

Elite Financial, Inc. SCHG ($29.35) Holding Chart

Elite Financial, 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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