Everhart Financial Group, Inc. Schwab Strategic Tr 1000 Index Transaction History
Everhart Financial Group, Inc.
- $380 Million
- Q2 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 $841,689. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,284
Previous 15,284
-0.0%
Holding current value
$841,689
Previous $774,000
3.23%
% of portfolio
0.21%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.9 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.3 Million6.58% of portfolio