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

Everhart Financial Group, Inc.

$477 Million
Q4 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 30,568 shares of SCHK stock, worth $875,773. This represents 0.18% of its overall portfolio holdings.

Number of Shares

30,568

Previous 15,284 100.0%

Holding current value

$875,773

Previous $845,000 2.37%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.45 - $55.56 $419,545 - $849,179	15,284 Added 100.0%	30,568 $865,000
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

201

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

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About SCHWAB STRATEGIC TR 1000 INDEX

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