Ownership history in EWG Elevate Inc. · 24 quarters on record
This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SCHWAB STRATEGIC TR (SCHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 352,010 | +946 | +0.3% | 3.20% | $10.2M | $28.95 |
| 2025 Q2 | ADDED | 351,064 | +13,338 | +3.9% | 2.99% | $9.7M | $27.38 |
| 2025 Q1 | ADDED | 337,726 | +6,025 | +1.8% | 3.36% | $9.0M | $26.16 |
| 2024 Q4 | ADDED | 331,701 | +227,517 | +218.4% | 2.63% | $8.6M | $25.52 |
| 2024 Q3 | REDUCED | 104,184 | -14,063 | -11.9% | 3.36% | $8.4M | $26.07 |
| 2024 Q2 | REDUCED | 118,247 | -896 | -0.8% | 3.20% | $8.8M | $23.90 |
| 2024 Q1 | REDUCED | 119,143 | -13,934 | -10.5% | 3.44% | $9.1M | $24.37 |
| 2023 Q4 | REDUCED | 133,077 | -24,932 | -15.8% | 3.87% | $9.3M | $22.36 |
| 2023 Q3 | ADDED | 158,009 | +7,751 | +5.2% | 4.60% | $10.2M | $20.42 |
| 2023 Q2 | ADDED | 150,258 | +3,178 | +2.2% | 4.17% | $10.1M | $21.12 |
As of 2025 Q4 — sorted by position size