Everhart Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Everhart Financial Group, Inc.
- $719 Million
- Q1 2025
A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 127,039 shares of SCHM stock, worth $3.12 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
127,039
Previous 127,591
0.43%
Holding current value
$3.12 Million
Previous $3.54 Million
5.97%
% of portfolio
0.46%
Previous 0.74%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio