Everhart Financial Group, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 23,415 shares of SCHF stock, worth $463,382. This represents 0.09% of its overall portfolio holdings.

Number of Shares

23,415

Previous 13,016 79.89%

Holding current value

$463,382

Previous $535,000 19.07%

% of portfolio

0.09%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$18.41 - $40.87 $191,445 - $425,007	10,399 Added 79.89%	23,415 $433,000
Q3 2024 Nov 04, 2024	BUY	$36.98 - $41.55 $1,035 - $1,163	28 Added 0.22%	13,016 $535,000
Q2 2024 Jul 24, 2024	SELL	$37.19 - $39.82 $1,785 - $1,911	-48 Reduced 0.37%	12,988 $498,000
Q1 2024 May 13, 2024	SELL	$35.71 - $39.11 $34,424 - $37,702	-964 Reduced 6.89%	13,036 $508,000
Q4 2023 Jan 12, 2024	BUY	$32.37 - $37.01 $258,118 - $295,117	7,974 Added 132.33%	14,000 $517,000
Q3 2023 Oct 25, 2023	SELL	$33.82 - $36.71 $191,252 - $207,595	-5,655 Reduced 48.41%	6,026 $204,000
Q2 2023 Jul 13, 2023	SELL	$34.48 - $36.54 $6,516 - $6,906	-189 Reduced 1.59%	11,681 $416,000
Q1 2023 Apr 25, 2023	BUY	$32.42 - $35.44 $13,292 - $14,530	410 Added 3.58%	11,870 $413,000
Q4 2022 Feb 09, 2023	SELL	$28.0 - $33.87 $116,592 - $141,034	-4,164 Reduced 26.65%	11,460 $369,000
Q3 2022 Oct 12, 2022	BUY	$28.01 - $33.61 $208,954 - $250,730	7,460 Added 91.38%	15,624 $439,000
Q2 2022 Jul 12, 2022	SELL	$31.13 - $37.19 $1,587 - $1,896	-51 Reduced 0.62%	8,164 $256,000
Q1 2022 Apr 18, 2022	BUY	$33.67 - $39.47 $5,016 - $5,881	149 Added 1.85%	8,215 $302,000
Q4 2021 Jan 21, 2022	BUY	$37.77 - $40.6 $2,417 - $2,598	64 Added 0.8%	8,066 $313,000
Q3 2021 Oct 13, 2021	BUY	$38.35 - $40.79 $6,251 - $6,648	163 Added 2.08%	8,002 $310,000
Q2 2021 Jul 16, 2021	SELL	$38.15 - $40.84 $109,223 - $116,924	-2,863 Reduced 26.75%	7,839 $309,000
Q1 2021 Apr 13, 2021	SELL	$35.74 - $38.15 $4,324 - $4,616	-121 Reduced 1.12%	10,702 $403,000
Q4 2020 Mar 26, 2021	BUY	$30.32 - $36.26 $328,153 - $392,441	10,823 New	10,823 $390,000

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

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Everhart Financial Group, Inc. Schwab Strategic Tr Intl Eqty Transaction History