Everhart Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 152,339 shares of SCHV stock, worth $4.01 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

152,339

Previous 51,245 197.28%

Holding current value

$4.01 Million

Previous $4.12 Million 3.57%

% of portfolio

0.83%

Previous 0.93%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.79 - $80.4 $2.61 Million - $8.13 Million	101,094 Added 197.28%	152,339 $3.97 Million
Q3 2024 Nov 04, 2024	BUY	$73.43 - $80.37 $242,612 - $265,542	3,304 Added 6.89%	51,245 $4.12 Million
Q2 2024 Jul 24, 2024	BUY	$71.74 - $75.86 $59,400 - $62,812	828 Added 1.76%	47,941 $3.55 Million
Q1 2024 May 13, 2024	SELL	$68.82 - $75.98 $42,461 - $46,879	-617 Reduced 1.29%	47,113 $3.58 Million
Q4 2023 Jan 12, 2024	BUY	$61.16 - $70.24 $201,461 - $231,370	3,294 Added 7.41%	47,730 $3.35 Million
Q3 2023 Oct 25, 2023	SELL	$64.45 - $69.39 $63,998 - $68,904	-993 Reduced 2.19%	44,436 $2.86 Million
Q2 2023 Jul 13, 2023	SELL	$63.33 - $67.21 $138,819 - $147,324	-2,192 Reduced 4.6%	45,429 $3.05 Million
Q1 2023 Apr 25, 2023	BUY	$62.59 - $69.3 $208,925 - $231,323	3,338 Added 7.54%	47,621 $3.12 Million
Q4 2022 Feb 09, 2023	BUY	$59.13 - $69.24 $299,256 - $350,423	5,061 Added 12.9%	44,283 $2.92 Million
Q3 2022 Oct 12, 2022	BUY	$58.51 - $69.02 $302,087 - $356,350	5,163 Added 15.16%	39,222 $2.3 Million
Q2 2022 Jul 12, 2022	SELL	$60.93 - $72.3 $443,631 - $526,416	-7,281 Reduced 17.61%	34,059 $2.13 Million
Q1 2022 Apr 18, 2022	SELL	$67.71 - $74.19 $28,979 - $31,753	-428 Reduced 1.02%	41,340 $2.95 Million
Q4 2021 Jan 21, 2022	BUY	$67.9 - $73.3 $295,093 - $318,561	4,346 Added 11.61%	41,768 $3.06 Million
Q3 2021 Oct 13, 2021	SELL	$66.91 - $71.05 $225,352 - $239,296	-3,368 Reduced 8.26%	37,422 $2.53 Million
Q2 2021 Jul 16, 2021	SELL	$65.81 - $69.75 $127,803 - $135,454	-1,942 Reduced 4.54%	40,790 $2.79 Million
Q1 2021 Apr 13, 2021	SELL	$58.71 - $65.66 $50,549 - $56,533	-861 Reduced 1.98%	42,732 $2.79 Million
Q4 2020 Mar 26, 2021	BUY	$50.83 - $59.53 $2.22 Million - $2.6 Million	43,593 New	43,593 $2.6 Million

Others Institutions Holding SCHV

# of Institutions

892

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Everhart Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History