Elite Financial, Inc. SCHG Holdings History
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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