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

Everhart Financial Group, Inc.

  • $444 Million
  • Q3 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 51,245 shares of SCHV stock, worth $1.35 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
51,245
Previous 47,941 6.89%
Holding current value
$1.35 Million
Previous $3.55 Million 15.97%
% of portfolio
0.93%
Previous 0.93%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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