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

Everhart Financial Group, Inc.

$477 Million
Q4 2024

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 20,472 shares of SCHH stock, worth $441,171. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,472

Previous 20,995 2.49%

Holding current value

$441,171

Previous $486,000 11.32%

% of portfolio

0.09%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

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