Number of Shares
38,025.00
Current Holdings Value*
$930,000.00
% of Portfolio
0.49%
Total Estimate Gain
$1,901.25
% of Total Estimate Gain
0.21%

Elite Financial, Inc.'s Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Elite Financial, Inc. held 38,025.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $930,000.00. This investment constitutes 0.49% of their stock portfolio, and Elite Financial, Inc. now holds 0.01% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2025Q1. And since then Elite Financial, Inc. has made 1 purchases of SCHO, at an average price of $24.21, for a total of 38,025.00 shares. Based on historical transaction data and SCHO's current price of $24.26, Elite Financial, Inc.'s estimated gain on his SCHO holdings is $1,901.25, reflecting a 0.21% gain to date.

Elite Financial, Inc. SCHO ($24.26) Holding Chart

Elite Financial, Inc. SCHO ($24.26) 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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