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 445,634 shares of SCHG stock, worth $10.5 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

445,634

Previous 468,177 4.82%

Holding current value

$10.5 Million

Previous $13 Million 14.55%

% of portfolio

1.55%

Previous 2.74%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$24.91 - $29.02 $561,546 - $654,197	-22,543 Reduced 4.82%	445,634 $11.1 Million
Q4 2024 Jan 30, 2025	BUY	$25.93 - $105.3 $9.04 Million - $36.7 Million	348,537 Added 291.32%	468,177 $13 Million
Q3 2024 Nov 04, 2024	BUY	$92.63 - $105.69 $174,978 - $199,648	1,889 Added 1.6%	119,640 $12.5 Million
Q2 2024 Jul 24, 2024	SELL	$87.04 - $101.61 $123,770 - $144,489	-1,422 Reduced 1.19%	117,751 $11.9 Million
Q1 2024 May 13, 2024	SELL	$80.6 - $93.32 $86,080 - $99,665	-1,068 Reduced 0.89%	119,173 $11 Million
Q4 2023 Jan 12, 2024	BUY	$70.08 - $83.37 $17,520 - $20,842	250 Added 0.21%	120,241 $9.98 Million
Q3 2023 Oct 25, 2023	SELL	$71.99 - $78.02 $326,762 - $354,132	-4,539 Reduced 3.64%	119,991 $8.73 Million
Q2 2023 Jul 13, 2023	SELL	$63.6 - $74.95 $205,873 - $242,613	-3,237 Reduced 2.53%	124,530 $9.33 Million
Q1 2023 Apr 25, 2023	BUY	$54.19 - $65.17 $861,621 - $1.04 Million	15,900 Added 14.21%	127,767 $8.33 Million
Q4 2022 Feb 09, 2023	BUY	$54.31 - $60.76 $277,469 - $310,422	5,109 Added 4.79%	111,867 $6.22 Million
Q3 2022 Oct 12, 2022	BUY	$55.81 - $69.25 $322,916 - $400,680	5,786 Added 5.73%	106,758 $5.96 Million
Q2 2022 Jul 12, 2022	BUY	$55.73 - $76.55 $63,030 - $86,578	1,131 Added 1.13%	100,972 $5.86 Million
Q1 2022 Apr 18, 2022	BUY	$65.63 - $82.62 $3.36 Million - $4.23 Million	51,215 Added 105.32%	99,841 $7.47 Million
Q4 2021 Jan 21, 2022	SELL	$73.11 - $83.4 $2,924 - $3,336	-40 Reduced 0.08%	48,626 $7.96 Million
Q3 2021 Oct 13, 2021	SELL	$73.24 - $78.94 $205,657 - $221,663	-2,808 Reduced 5.46%	48,666 $7.21 Million
Q2 2021 Jul 16, 2021	SELL	$65.3 - $73.24 $225,154 - $252,531	-3,448 Reduced 6.28%	51,474 $7.51 Million
Q1 2021 Apr 13, 2021	SELL	$61.41 - $68.35 $110,230 - $122,688	-1,795 Reduced 3.16%	54,922 $7.13 Million
Q4 2020 Mar 26, 2021	BUY	$55.95 - $64.38 $3.17 Million - $3.65 Million	56,717 New	56,717 $7.28 Million

Others Institutions Holding SCHG

# of Institutions

1,484

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

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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