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 17,744 shares of SCHX stock, worth $415,032. This represents 0.27% of its overall portfolio holdings.
Number of Shares
17,744
Previous 17,830
0.48%
Holding current value
$415,032
Previous $1.15 Million
5.07%
% of portfolio
0.27%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio