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
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


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