Everhart Financial Group, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Everhart Financial Group, Inc.

$1.05 Billion
Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 23,415 shares of SCHH stock, worth $496,398. This represents 0.05% of its overall portfolio holdings.

Number of Shares

23,415

Previous 27,731 15.56%

Holding current value

$496,398

Previous $598,000 17.06%

% of portfolio

0.05%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$20.85 - $21.86 $89,988 - $94,347	-4,316 Reduced 15.56%	23,415 $496,000
Q3 2025 Nov 04, 2025	BUY	$20.76 - $21.78 $2,221 - $2,330	107 Added 0.39%	27,731 $598,000
Q2 2025 Aug 07, 2025	BUY	$18.94 - $21.67 $136,746 - $156,457	7,220 Added 35.39%	27,624 $584,000
Q1 2025 Apr 16, 2025	SELL	$20.2 - $22.24 $1,373 - $1,512	-68 Reduced 0.33%	20,404 $434,000
Q4 2024 Jan 30, 2025	SELL	$20.55 - $23.26 $10,747 - $12,164	-523 Reduced 2.49%	20,472 $431,000

Q3 2024 Nov 04, 2024	SELL	$19.78 - $23.53 $2,393 - $2,847	-121 Reduced 0.57%	20,995 $486,000
Q2 2024 Jul 24, 2024	SELL	$18.53 - $20.2 $18,381 - $20,038	-992 Reduced 4.49%	21,116 $421,000
Q1 2024 May 13, 2024	SELL	$19.39 - $20.93 $13,728 - $14,818	-708 Reduced 3.1%	22,108 $448,000
Q4 2023 Jan 12, 2024	BUY	$16.76 - $20.95 $56,296 - $70,371	3,359 Added 17.26%	22,816 $472,000
Q3 2023 Oct 25, 2023	BUY	$17.52 - $20.27 $36,091 - $41,756	2,060 Added 11.84%	19,457 $345,000
Q2 2023 Jul 13, 2023	SELL	$18.34 - $19.64 $2,090 - $2,238	-114 Reduced 0.65%	17,397 $339,000
Q1 2023 Apr 25, 2023	BUY	$18.01 - $21.78 $7,240 - $8,755	402 Added 2.35%	17,511 $341,000
Q4 2022 Feb 09, 2023	BUY	$17.68 - $20.46 $73,601 - $85,174	4,163 Added 32.16%	17,109 $330,000
Q3 2022 Oct 12, 2022	SELL	$18.45 - $23.6 $192,950 - $246,808	-10,458 Reduced 44.68%	12,946 $242,000
Q2 2022 Jul 12, 2022	BUY	$20.18 - $25.97 $278,847 - $358,853	13,818 Added 144.15%	23,404 $494,000
Q1 2022 Apr 18, 2022	BUY	$22.75 - $26.16 $110,019 - $126,509	4,836 Added 101.81%	9,586 $239,000
Q4 2021 Jan 21, 2022	SELL	$22.99 - $26.35 $689 - $790	-30 Reduced 0.63%	4,750 $250,000
Q3 2021 Oct 13, 2021	SELL	$22.84 - $24.92 $251 - $274	-11 Reduced 0.23%	4,780 $218,000
Q2 2021 Jul 16, 2021	SELL	$20.92 - $23.68 $13,346 - $15,107	-638 Reduced 11.75%	4,791 $220,000
Q1 2021 Apr 13, 2021	BUY	$18.25 - $20.79 $99,079 - $112,868	5,429 New	5,429 $223,000

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Everhart Financial Group, Inc. Schwab Strategic U.S. Reit ETF Transaction History