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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$61.11 - $67.85 $5,255 - $5,835
-86 Reduced 0.48%
17,744 $1.2 Million
Q2 2024

Jul 24, 2024

SELL
$58.7 - $64.78 $9,274 - $10,235
-158 Reduced 0.88%
17,830 $1.15 Million
Q1 2024

May 13, 2024

BUY
$55.41 - $62.08 $35,961 - $40,289
649 Added 3.74%
17,988 $1.12 Million
Q4 2023

Jan 12, 2024

SELL
$48.47 - $56.6 $410,637 - $479,515
-8,472 Reduced 32.82%
17,339 $977,000
Q3 2023

Oct 25, 2023

BUY
$50.36 - $54.21 $303,670 - $326,886
6,030 Added 30.48%
25,811 $1.31 Million
Q2 2023

Jul 13, 2023

SELL
$47.67 - $52.37 $20,736 - $22,780
-435 Reduced 2.15%
19,781 $1.04 Million
Q1 2023

Apr 25, 2023

SELL
$44.78 - $49.41 $13,344 - $14,724
-298 Reduced 1.45%
20,216 $977,000
Q4 2022

Feb 09, 2023

SELL
$42.25 - $48.16 $6,168 - $7,031
-146 Reduced 0.71%
20,514 $926,000
Q3 2022

Oct 12, 2022

BUY
$42.35 - $51.01 $211 - $255
5 Added 0.02%
20,660 $875,000
Q2 2022

Jul 12, 2022

BUY
$43.35 - $54.51 $26,616 - $33,469
614 Added 3.06%
20,655 $923,000
Q1 2022

Apr 18, 2022

BUY
$49.51 - $57.27 $480,643 - $555,977
9,708 Added 93.95%
20,041 $1.08 Million
Q4 2021

Jan 21, 2022

SELL
$51.9 - $57.29 $13,597 - $15,009
-262 Reduced 2.47%
10,333 $1.18 Million
Q3 2021

Oct 13, 2021

SELL
$51.52 - $54.94 $14,940 - $15,932
-290 Reduced 2.66%
10,595 $1.1 Million
Q2 2021

Jul 16, 2021

BUY
$48.62 - $52.01 $2,382 - $2,548
49 Added 0.45%
10,885 $1.13 Million
Q1 2021

Apr 13, 2021

SELL
$44.9 - $48.34 $7,318 - $7,879
-163 Reduced 1.48%
10,836 $1.04 Million
Q4 2020

Mar 26, 2021

BUY
$39.35 - $45.48 $432,810 - $500,234
10,999 New
10,999 $1 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.