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

Everhart Financial Group, Inc.

$719 Million
Q1 2025

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 26,506 shares of SCHE stock, worth $703,469. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,506

Previous 26,638 0.5%

Holding current value

$703,469

Previous $709,000 3.1%

% of portfolio

0.1%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$25.81 - $28.52 $3,406 - $3,764	-132 Reduced 0.5%	26,506 $731,000
Q4 2024 Jan 30, 2025	SELL	$26.63 - $30.23 $10,572 - $12,001	-397 Reduced 1.47%	26,638 $709,000
Q3 2024 Nov 04, 2024	BUY	$25.45 - $29.53 $27,536 - $31,951	1,082 Added 4.17%	27,035 $788,000
Q2 2024 Jul 24, 2024	SELL	$24.67 - $27.2 $62,661 - $69,088	-2,540 Reduced 8.91%	25,953 $689,000
Q1 2024 May 13, 2024	SELL	$23.47 - $25.45 $82,168 - $89,100	-3,501 Reduced 10.94%	28,493 $719,000
Q4 2023 Jan 12, 2024	BUY	$23.04 - $24.89 $8,593 - $9,283	373 Added 1.18%	31,994 $793,000
Q3 2023 Oct 25, 2023	SELL	$23.83 - $26.11 $21,423 - $23,472	-899 Reduced 2.76%	31,621 $757,000
Q2 2023 Jul 13, 2023	SELL	$23.66 - $25.54 $10,315 - $11,135	-436 Reduced 1.32%	32,520 $800,000
Q1 2023 Apr 25, 2023	SELL	$23.32 - $26.39 $31,342 - $35,468	-1,344 Reduced 3.92%	32,956 $808,000
Q4 2022 Feb 09, 2023	SELL	$21.59 - $24.95 $467,531 - $540,292	-21,655 Reduced 38.7%	34,300 $811,000
Q3 2022 Oct 12, 2022	SELL	$22.4 - $25.83 $113,299 - $130,648	-5,058 Reduced 8.29%	55,955 $1.25 Million
Q2 2022 Jul 12, 2022	SELL	$24.51 - $28.87 $179,217 - $211,097	-7,312 Reduced 10.7%	61,013 $1.55 Million
Q1 2022 Apr 18, 2022	BUY	$25.61 - $30.82 $19,770 - $23,793	772 Added 1.14%	68,325 $1.9 Million
Q4 2021 Jan 21, 2022	BUY	$28.68 - $31.96 $589,689 - $657,129	20,561 Added 43.75%	67,553 $2 Million
Q3 2021 Oct 13, 2021	BUY	$29.81 - $32.7 $121,952 - $133,775	4,091 Added 9.54%	46,992 $1.43 Million
Q2 2021 Jul 16, 2021	SELL	$31.06 - $33.61 $19,785 - $21,409	-637 Reduced 1.46%	42,901 $1.41 Million
Q1 2021 Apr 13, 2021	SELL	$30.78 - $34.63 $12,989 - $14,613	-422 Reduced 0.96%	43,538 $1.38 Million
Q4 2020 Mar 26, 2021	BUY	$26.72 - $30.68 $1.17 Million - $1.35 Million	43,960 New	43,960 $1.35 Million

Others Institutions Holding SCHE

# of Institutions

834

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

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About SCHWAB STRATEGIC TR US EMERGIN

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