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

Everhart Financial Group, Inc.

  • $477 Million
  • Q4 2024

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 458,028 shares of SCHB stock, worth $10.7 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
458,028
Previous 162,192 182.4%
Holding current value
$10.7 Million
Previous $10.8 Million 3.63%
% of portfolio
2.18%
Previous 2.43%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,237
Shares Held
366M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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