Everhart Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Everhart Financial Group, Inc.
- $380 Million
- Q2 2024
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 46,285 shares of SCHD stock, worth $3.92 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
46,285
Previous 48,217
4.01%
Holding current value
$3.92 Million
Previous $3.89 Million
7.41%
% of portfolio
0.95%
Previous 1.14%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio