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

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 122,486 shares of SCHD stock, worth $3.21 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

122,486

Previous 128,601 4.76%

Holding current value

$3.21 Million

Previous $3.51 Million 3.84%

% of portfolio

0.47%

Previous 0.74%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$27.01 - $28.54 $165,166 - $174,522	-6,115 Reduced 4.76%	122,486 $3.38 Million
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $2.19 Million - $6.91 Million	81,294 Added 171.84%	128,601 $3.51 Million
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $78,714 - $86,931	1,022 Added 2.21%	47,307 $4 Million
Q2 2024 Jul 24, 2024	SELL	$75.81 - $80.15 $146,464 - $154,849	-1,932 Reduced 4.01%	46,285 $3.6 Million
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $282,940 - $303,168	-3,760 Reduced 7.23%	48,217 $3.89 Million
Q4 2023 Jan 12, 2024	SELL	$66.9 - $76.32 $38,333 - $43,731	-573 Reduced 1.09%	51,977 $3.96 Million
Q3 2023 Oct 25, 2023	BUY	$70.63 - $75.66 $2,401 - $2,572	34 Added 0.06%	52,550 $3.72 Million
Q2 2023 Jul 13, 2023	SELL	$69.18 - $73.94 $40,470 - $43,254	-585 Reduced 1.1%	52,516 $3.81 Million
Q1 2023 Apr 25, 2023	SELL	$70.28 - $78.03 $22,208 - $24,657	-316 Reduced 0.59%	53,101 $3.88 Million
Q4 2022 Feb 09, 2023	SELL	$67.16 - $79.06 $56,817 - $66,884	-846 Reduced 1.56%	53,417 $4.04 Million
Q3 2022 Oct 12, 2022	SELL	$66.43 - $77.87 $253,031 - $296,606	-3,809 Reduced 6.56%	54,263 $3.61 Million
Q2 2022 Jul 12, 2022	SELL	$70.31 - $80.24 $132,745 - $151,493	-1,888 Reduced 3.15%	58,072 $4.16 Million
Q1 2022 Apr 18, 2022	BUY	$75.14 - $81.94 $80,925 - $88,249	1,077 Added 1.83%	59,960 $4.73 Million
Q4 2021 Jan 21, 2022	SELL	$74.93 - $80.86 $344,453 - $371,713	-4,597 Reduced 7.24%	58,883 $4.76 Million
Q3 2021 Oct 13, 2021	BUY	$74.23 - $78.13 $135,098 - $142,196	1,820 Added 2.95%	63,480 $4.71 Million
Q2 2021 Jul 16, 2021	BUY	$73.32 - $77.65 $91,649 - $97,062	1,250 Added 2.07%	61,660 $4.66 Million
Q1 2021 Apr 13, 2021	BUY	$63.23 - $73.67 $10,875 - $12,671	172 Added 0.29%	60,410 $4.41 Million
Q4 2020 Mar 26, 2021	BUY	$54.8 - $65.16 $3.3 Million - $3.93 Million	60,238 New	60,238 $3.86 Million

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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