A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 468,177 shares of SCHG stock, worth $13.1 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
468,177
Previous 119,640 291.32%
Holding current value
$13.1 Million
Previous $12.5 Million 4.69%
% of portfolio
2.74%
Previous 2.81%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$25.93 - $105.3 $9.04 Million - $36.7 Million
348,537 Added 291.32%
468,177 $13 Million
Q3 2024

Nov 04, 2024

BUY
$92.63 - $105.69 $174,978 - $199,648
1,889 Added 1.6%
119,640 $12.5 Million
Q2 2024

Jul 24, 2024

SELL
$87.04 - $101.61 $123,770 - $144,489
-1,422 Reduced 1.19%
117,751 $11.9 Million
Q1 2024

May 13, 2024

SELL
$80.6 - $93.32 $86,080 - $99,665
-1,068 Reduced 0.89%
119,173 $11 Million
Q4 2023

Jan 12, 2024

BUY
$70.08 - $83.37 $17,520 - $20,842
250 Added 0.21%
120,241 $9.98 Million
Q3 2023

Oct 25, 2023

SELL
$71.99 - $78.02 $326,762 - $354,132
-4,539 Reduced 3.64%
119,991 $8.73 Million
Q2 2023

Jul 13, 2023

SELL
$63.6 - $74.95 $205,873 - $242,613
-3,237 Reduced 2.53%
124,530 $9.33 Million
Q1 2023

Apr 25, 2023

BUY
$54.19 - $65.17 $861,621 - $1.04 Million
15,900 Added 14.21%
127,767 $8.33 Million
Q4 2022

Feb 09, 2023

BUY
$54.31 - $60.76 $277,469 - $310,422
5,109 Added 4.79%
111,867 $6.22 Million
Q3 2022

Oct 12, 2022

BUY
$55.81 - $69.25 $322,916 - $400,680
5,786 Added 5.73%
106,758 $5.96 Million
Q2 2022

Jul 12, 2022

BUY
$55.73 - $76.55 $63,030 - $86,578
1,131 Added 1.13%
100,972 $5.86 Million
Q1 2022

Apr 18, 2022

BUY
$65.63 - $82.62 $3.36 Million - $4.23 Million
51,215 Added 105.32%
99,841 $7.47 Million
Q4 2021

Jan 21, 2022

SELL
$73.11 - $83.4 $2,924 - $3,336
-40 Reduced 0.08%
48,626 $7.96 Million
Q3 2021

Oct 13, 2021

SELL
$73.24 - $78.94 $205,657 - $221,663
-2,808 Reduced 5.46%
48,666 $7.21 Million
Q2 2021

Jul 16, 2021

SELL
$65.3 - $73.24 $225,154 - $252,531
-3,448 Reduced 6.28%
51,474 $7.51 Million
Q1 2021

Apr 13, 2021

SELL
$61.41 - $68.35 $110,230 - $122,688
-1,795 Reduced 3.16%
54,922 $7.13 Million
Q4 2020

Mar 26, 2021

BUY
$55.95 - $64.38 $3.17 Million - $3.65 Million
56,717 New
56,717 $7.28 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.