Everhart Financial Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 79,440 shares of SCHA stock, worth $1.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

79,440

Previous 78,991 0.57%

Holding current value

$1.9 Million

Previous $2.04 Million 8.67%

% of portfolio

0.26%

Previous 0.43%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$23.16 - $27.04 $10,398 - $12,140	449 Added 0.57%	79,440 $1.87 Million
Q4 2024 Jan 30, 2025	BUY	$25.33 - $51.16 $742,574 - $1.5 Million	29,316 Added 59.02%	78,991 $2.04 Million
Q3 2024 Nov 04, 2024	SELL	$46.9 - $51.96 $20,260 - $22,446	-432 Reduced 0.86%	49,675 $2.56 Million
Q2 2024 Jul 24, 2024	SELL	$45.24 - $49.04 $15,200 - $16,477	-336 Reduced 0.67%	50,107 $2.38 Million
Q1 2024 May 13, 2024	SELL	$44.84 - $49.24 $30,536 - $33,532	-681 Reduced 1.33%	50,443 $2.48 Million
Q4 2023 Jan 12, 2024	SELL	$38.13 - $48.02 $91,893 - $115,728	-2,410 Reduced 4.5%	51,124 $2.42 Million
Q3 2023 Oct 25, 2023	SELL	$40.85 - $46.1 $163,767 - $184,814	-4,009 Reduced 6.97%	53,534 $2.22 Million
Q2 2023 Jul 13, 2023	SELL	$39.91 - $43.82 $208,529 - $228,959	-5,225 Reduced 8.32%	57,543 $2.52 Million
Q1 2023 Apr 25, 2023	SELL	$39.82 - $46.36 $16,286 - $18,961	-409 Reduced 0.65%	62,768 $2.63 Million
Q4 2022 Feb 09, 2023	SELL	$38.25 - $43.54 $26,392 - $30,042	-690 Reduced 1.08%	63,177 $2.56 Million
Q3 2022 Oct 12, 2022	BUY	$37.65 - $45.9 $12,801 - $15,606	340 Added 0.54%	63,867 $2.41 Million
Q2 2022 Jul 12, 2022	SELL	$37.88 - $48.01 $9,545 - $12,098	-252 Reduced 0.4%	63,527 $2.48 Million
Q1 2022 Apr 18, 2022	BUY	$44.42 - $51.73 $1.43 Million - $1.66 Million	32,128 Added 101.51%	63,779 $3.02 Million
Q4 2021 Jan 21, 2022	SELL	$48.64 - $55.07 $25,779 - $29,187	-530 Reduced 1.65%	31,651 $3.24 Million
Q3 2021 Oct 13, 2021	SELL	$48.3 - $52.49 $6,279 - $6,823	-130 Reduced 0.4%	32,181 $3.22 Million
Q2 2021 Jul 16, 2021	SELL	$48.39 - $52.91 $132,491 - $144,867	-2,738 Reduced 7.81%	32,311 $3.37 Million
Q1 2021 Apr 13, 2021	SELL	$43.89 - $52.63 $148,699 - $178,310	-3,388 Reduced 8.81%	35,049 $3.49 Million
Q4 2020 Mar 26, 2021	BUY	$34.66 - $45.17 $1.33 Million - $1.74 Million	38,437 New	38,437 $3.42 Million

Others Institutions Holding SCHA

# of Institutions

1,257

Shares Held

247M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Everhart Financial Group, Inc. Schwab Strategic Tr Us Small C Transaction History