Everhart Financial Group, Inc. Schwab Strategic Tr Us Broad M Transaction History

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 456,823 shares of SCHB stock, worth $10.5 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

456,823

Previous 458,028 0.26%

Holding current value

$10.5 Million

Previous $10.4 Million 5.8%

% of portfolio

1.36%

Previous 2.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$21.23 - $23.75 $25,582 - $28,618	-1,205 Reduced 0.26%	456,823 $9.79 Million
Q4 2024 Jan 30, 2025	BUY	$22.01 - $66.82 $6.51 Million - $19.8 Million	295,836 Added 182.4%	458,028 $10.4 Million
Q3 2024 Nov 04, 2024	SELL	$59.93 - $66.52 $53,457 - $59,335	-892 Reduced 0.55%	162,192 $10.8 Million
Q2 2024 Jul 24, 2024	SELL	$57.57 - $63.3 $30,224 - $33,232	-525 Reduced 0.32%	163,084 $10.3 Million
Q1 2024 May 13, 2024	SELL	$54.61 - $61.05 $49,258 - $55,067	-902 Reduced 0.55%	163,609 $9.99 Million
Q4 2023 Jan 12, 2024	SELL	$47.61 - $55.91 $120,977 - $142,067	-2,541 Reduced 1.52%	164,511 $9.16 Million
Q3 2023 Oct 25, 2023	SELL	$49.59 - $53.57 $376,388 - $406,596	-7,590 Reduced 4.35%	167,052 $8.33 Million
Q2 2023 Jul 13, 2023	SELL	$47.08 - $51.7 $346,838 - $380,873	-7,367 Reduced 4.05%	174,642 $9.03 Million
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $165,917 - $183,677	3,731 Added 2.09%	182,009 $8.71 Million
Q4 2022 Feb 09, 2023	BUY	$41.94 - $47.81 $109,673 - $125,023	2,615 Added 1.49%	178,278 $7.99 Million
Q3 2022 Oct 12, 2022	SELL	$41.99 - $50.63 $1.49 Million - $1.8 Million	-35,589 Reduced 16.85%	175,663 $7.38 Million
Q2 2022 Jul 12, 2022	BUY	$42.93 - $53.98 $1.69 Million - $2.12 Million	39,366 Added 22.9%	211,252 $9.34 Million
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $4.27 Million - $4.94 Million	86,942 Added 102.35%	171,886 $9.18 Million
Q4 2021 Jan 21, 2022	BUY	$51.87 - $56.86 $68,001 - $74,543	1,311 Added 1.57%	84,944 $9.6 Million
Q3 2021 Oct 13, 2021	SELL	$51.32 - $54.83 $44,956 - $48,031	-876 Reduced 1.04%	83,633 $8.69 Million
Q2 2021 Jul 16, 2021	SELL	$48.92 - $52.14 $46,180 - $49,220	-944 Reduced 1.1%	84,509 $8.81 Million
Q1 2021 Apr 13, 2021	SELL	$44.89 - $48.81 $163,354 - $177,619	-3,639 Reduced 4.08%	85,453 $8.26 Million
Q4 2020 Mar 26, 2021	BUY	$39.03 - $45.5 $3.48 Million - $4.05 Million	89,092 New	89,092 $8.11 Million

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Everhart Financial Group, Inc. Schwab Strategic Tr Us Broad M Transaction History