Everhart Financial Group, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Everhart Financial Group, Inc.
- $340 Million
- Q1 2024
A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 22,108 shares of SCHH stock, worth $441,054. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,108
Previous 22,816
3.1%
Holding current value
$441,054
Previous $472,000
5.08%
% of portfolio
0.13%
Previous 0.17%
Shares
13 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio