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

Everhart Financial Group, Inc.

$380 Million
Q2 2024

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 11,209 shares of FNDF stock, worth $407,559. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,209

Previous 11,209 -0.0%

Holding current value

$407,559

Previous $399,000 1.75%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$25.2 - $30.35 $98,532 - $118,668	-3,910 Reduced 25.86%	11,209 $325,000
Q2 2022 Jul 12, 2022	BUY	$28.1 - $32.52 $96,045 - $111,153	3,418 Added 29.21%	15,119 $428,000
Q4 2021 Jan 21, 2022	SELL	$31.55 - $34.05 $19,750 - $21,315	-626 Reduced 5.08%	11,701 $380,000
Q3 2021 Oct 13, 2021	BUY	$31.76 - $33.8 $17,404 - $18,522	548 Added 4.65%	12,327 $405,000
Q2 2021 Jul 16, 2021	SELL	$32.42 - $34.94 $108,120 - $116,524	-3,335 Reduced 22.07%	11,779 $392,000
Q1 2021 Apr 13, 2021	SELL	$29.41 - $32.7 $15,469 - $17,200	-526 Reduced 3.36%	15,114 $486,000
Q4 2020 Mar 26, 2021	BUY	$23.78 - $29.52 $371,919 - $461,692	15,640 New	15,640 $458,000

Others Institutions Holding FNDF

# of Institutions

563

Shares Held

289M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

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