Everhart Financial Group, Inc. Schwab Strategic Tr 1000 Index Transaction History

Everhart Financial Group, Inc.

  • $1.05 Billion
  • Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 37,521 shares of SCHK stock, worth $1.21 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
37,521
Previous 37,593 0.19%
Holding current value
$1.21 Million
Previous $1.21 Million 0.33%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$31.49 - $33.1 $2,267 - $2,383
-72 Reduced 0.19%
37,521 $1.21 Million
Q3 2025

Nov 04, 2025
BUY
$29.8 - $32.29 $5,393 - $5,844
181 Added 0.48%
37,593 $1.21 Million
Q2 2025

Aug 07, 2025
BUY
$23.87 - $29.82 $163,366 - $204,088
6,844 Added 22.39%
37,412 $1.12 Million
Q4 2024

Jan 30, 2025
BUY
$27.45 - $55.56 $419,545 - $849,179
15,284 Added 100.0%
30,568 $865,000
Q1 2024

May 13, 2024
SELL
$45.19 - $50.67 $6,010 - $6,739
-133 Reduced 0.86%
15,284 $774,000
Q4 2022

Feb 09, 2023
SELL
$34.56 - $39.43 $118,264 - $134,929
-3,422 Reduced 18.16%
15,417 $569,000
Q2 2022

Jul 12, 2022
BUY
$35.4 - $44.52 $121,138 - $152,347
3,422 Added 22.2%
18,839 $687,000
Q3 2021

Oct 13, 2021
SELL
$42.11 - $45.01 $210 - $225
-5 Reduced 0.03%
15,417 $657,000
Q2 2021

Jul 16, 2021
SELL
$39.89 - $42.66 $144,840 - $154,898
-3,631 Reduced 19.06%
15,422 $658,000
Q1 2021

Apr 13, 2021
SELL
$36.87 - $39.72 $26,509 - $28,558
-719 Reduced 3.64%
19,053 $752,000
Q4 2020

Mar 26, 2021
BUY
$32.23 - $37.39 $637,251 - $739,275
19,772 New
19,772 $739,000

Others Institutions Holding SCHK

# of Institutions
238
Shares Held
71.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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