Elevation Capital Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Elevation Capital Advisory, LLC

  • $226 Billion
  • Q3 2024

A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 83,627 shares of SCHG stock, worth $2.19 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
83,627
Previous 89,453 6.51%
Holding current value
$2.19 Million
Previous $9.02 Billion 3.42%
% of portfolio
3.85%
Previous 4.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$92.63 - $105.69 $539,662 - $615,749
-5,826 Reduced 6.51%
83,627 $8.71 Billion
Q2 2024

Aug 15, 2024
BUY
$87.04 - $101.61 $7.54 Million - $8.81 Million
86,669 Added 3113.11%
89,453 $9.02 Billion
Q2 2021

Aug 12, 2021
BUY
$65.3 - $73.24 $181,795 - $203,900
2,784 New
2,784 $408,000

Others Institutions Holding SCHG

# of Institutions
1,280
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email