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

Everhart Financial Group, Inc.

$719 Million
Q1 2025

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 94,067 shares of SCHX stock, worth $2.19 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

94,067

Previous 52,868 77.93%

Holding current value

$2.19 Million

Previous $1.23 Million 68.57%

% of portfolio

0.29%

Previous 0.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$21.75 - $24.28 $896,078 - $1 Million	41,199 Added 77.93%	94,067 $2.07 Million
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $786,777 - $2.4 Million	35,124 Added 197.95%	52,868 $1.23 Million
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

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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