Everhart Financial Group, Inc. Schwab Fundamental Intl Small Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 16, 2021	SELL	$37.92 - $40.84 $238,933 - $257,332	-6,301 Closed	0 $0
Q4 2020 Mar 26, 2021	BUY	$29.1 - $34.92 $183,359 - $220,030	6,301 New	6,301 $219,000

Others Institutions Holding FNDC

# of Institutions

265

Shares Held

58M

Call Options Held

2.2K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

48M
Shares

$1.74 Billion
0.31% of portfolio
Victory Capital Management Inc

1M
Shares

$36.2 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

617K
Shares

$22.3 Million
0.79% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

573K
Shares

$20.7 Million
0.92% of portfolio
Kelman Lazarov, Inc. Memphis, TN

461K
Shares

$16.7 Million
3.11% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.