SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,212 Value ($000) $1,220 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 11,687 Value ($000) $1,116 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 9,183 Value ($000) $838 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,041 Value ($000) $629 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,539 Value ($000) $484 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 5,489 Value ($000) $356 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 6,408 Value ($000) $472 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 5,207 Value ($000) $377 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,990 Value ($000) $275 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,879 Value ($000) $268 Avg Close $58.47 Range $51.87 - $66.42
Q4 2022
Shares 3,385 Value ($000) $282 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 4,960 Value ($000) $357 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,648 Value ($000) $231 Avg Close $65.53 Range $56.48 - $81.20