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 $436,511. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,284
Previous 15,284 -0.0%
Holding current value
$436,511
Previous $799,000 5.76%
% of portfolio
0.19%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR 1000 INDEX


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  • Sector ETFs
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