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 $419,645. This represents 0.27% of its overall portfolio holdings.
Number of Shares
17,744
Previous 17,830
0.48%
Holding current value
$419,645
Previous $1.15 Million
5.07%
% of portfolio
0.27%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio