Everhart Financial Group, Inc. Schwab Strategic Tr Us Broad M Transaction History
Everhart Financial Group, Inc.
- $380 Million
- Q2 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 163,084 shares of SCHB stock, worth $10.8 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
163,084
Previous 163,609
0.32%
Holding current value
$10.8 Million
Previous $9.99 Million
2.65%
% of portfolio
2.7%
Previous 2.94%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio