Everhart Financial Group, Inc. Schwab Strategic Tr 1000 Index Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 15,284 shares of SCHK stock, worth $441,860. This represents 0.19% of its overall portfolio holdings.

Number of Shares

15,284

Previous 15,284 -0.0%

Holding current value

$441,860

Previous $799,000 5.76%

% of portfolio

0.19%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$45.19 - $50.67 $6,010 - $6,739	-133 Reduced 0.86%	15,284 $774,000
Q4 2022 Feb 09, 2023	SELL	$34.56 - $39.43 $118,264 - $134,929	-3,422 Reduced 18.16%	15,417 $569,000
Q2 2022 Jul 12, 2022	BUY	$35.4 - $44.52 $121,138 - $152,347	3,422 Added 22.2%	18,839 $687,000
Q3 2021 Oct 13, 2021	SELL	$42.11 - $45.01 $210 - $225	-5 Reduced 0.03%	15,417 $657,000
Q2 2021 Jul 16, 2021	SELL	$39.89 - $42.66 $144,840 - $154,898	-3,631 Reduced 19.06%	15,422 $658,000
Q1 2021 Apr 13, 2021	SELL	$36.87 - $39.72 $26,509 - $28,558	-719 Reduced 3.64%	19,053 $752,000
Q4 2020 Mar 26, 2021	BUY	$32.23 - $37.39 $637,251 - $739,275	19,772 New	19,772 $739,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Everhart Financial Group, Inc. Schwab Strategic Tr 1000 Index Transaction History