Everhart Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 127,591 shares of SCHM stock, worth $3.34 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

127,591

Previous 48,919 160.82%

Holding current value

$3.34 Million

Previous $4.06 Million 13.02%

% of portfolio

0.74%

Previous 0.91%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $2.17 Million - $6.53 Million	78,672 Added 160.82%	127,591 $3.54 Million
Q3 2024 Nov 04, 2024	SELL	$75.47 - $83.18 $72,224 - $79,603	-957 Reduced 1.92%	48,919 $4.06 Million
Q2 2024 Jul 24, 2024	BUY	$75.69 - $81.19 $13,094 - $14,045	173 Added 0.35%	49,876 $3.88 Million
Q1 2024 May 13, 2024	SELL	$72.89 - $81.43 $40,162 - $44,867	-551 Reduced 1.1%	49,703 $4.05 Million
Q4 2023 Jan 12, 2024	SELL	$63.01 - $75.95 $114,930 - $138,532	-1,824 Reduced 3.5%	50,254 $3.79 Million
Q3 2023 Oct 25, 2023	SELL	$66.75 - $73.98 $181,893 - $201,595	-2,725 Reduced 4.97%	52,078 $3.52 Million
Q2 2023 Jul 13, 2023	SELL	$65.29 - $71.03 $199,395 - $216,925	-3,054 Reduced 5.28%	54,803 $3.89 Million
Q1 2023 Apr 25, 2023	SELL	$64.24 - $73.9 $26,916 - $30,964	-419 Reduced 0.72%	57,857 $3.93 Million
Q4 2022 Feb 09, 2023	BUY	$61.05 - $69.94 $53,846 - $61,687	882 Added 1.54%	58,276 $3.82 Million
Q3 2022 Oct 12, 2022	SELL	$60.5 - $72.51 $116,160 - $139,219	-1,920 Reduced 3.24%	57,394 $3.47 Million
Q2 2022 Jul 12, 2022	SELL	$60.91 - $76.4 $19,917 - $24,982	-327 Reduced 0.55%	59,314 $3.72 Million
Q1 2022 Apr 18, 2022	SELL	$70.66 - $80.89 $49,108 - $56,218	-695 Reduced 1.15%	59,641 $4.52 Million
Q4 2021 Jan 21, 2022	SELL	$76.01 - $83.39 $90,071 - $98,817	-1,185 Reduced 1.93%	60,336 $4.85 Million
Q3 2021 Oct 13, 2021	SELL	$74.65 - $80.95 $9,704 - $10,523	-130 Reduced 0.21%	61,521 $4.72 Million
Q2 2021 Jul 16, 2021	SELL	$74.64 - $79.12 $254,373 - $269,640	-3,408 Reduced 5.24%	61,651 $4.83 Million
Q1 2021 Apr 13, 2021	SELL	$67.07 - $76.85 $275,791 - $316,007	-4,112 Reduced 5.94%	65,059 $4.84 Million
Q4 2020 Mar 26, 2021	BUY	$55.93 - $68.45 $3.87 Million - $4.73 Million	69,171 New	69,171 $4.72 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Everhart Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History