SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

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

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

Q4 2025
Shares 425,763 Value ($000) $11,168 Avg Close — Range —
Q3 2025
Shares 451,757 Value ($000) $11,615 Avg Close — Range —
Q2 2025
Shares 464,093 Value ($000) $11,059 Avg Close — Range —
Q1 2025
Shares 456,823 Value ($000) $9,835 Avg Close — Range —
Q4 2024
Shares 458,028 Value ($000) $10,397 Avg Close — Range —
Q3 2024
Shares 162,192 Value ($000) $10,789 Avg Close — Range —
Q2 2024
Shares 163,084 Value ($000) $10,253 Avg Close — Range —
Q1 2024
Shares 163,609 Value ($000) $9,988 Avg Close — Range —
Q4 2023
Shares 164,511 Value ($000) $9,158 Avg Close — Range —
Q3 2023
Shares 167,052 Value ($000) $8,328 Avg Close — Range —
Q2 2023
Shares 174,642 Value ($000) $8,813 Avg Close — Range —
Q1 2023
Shares 182,009 Value ($000) $8,709 Avg Close — Range —
Q4 2022
Shares 178,278 Value ($000) $7,975 Avg Close — Range —
Q3 2022
Shares 175,663 Value ($000) $7,376 Avg Close — Range —
Q2 2022
Shares 211,252 Value ($000) $9,335 Avg Close — Range —
Q1 2022
Shares 171,886 Value ($000) $9,177 Avg Close — Range —
Q4 2021
Shares 84,944 Value ($000) $9,600 Avg Close — Range —
Q3 2021
Shares 83,633 Value ($000) $8,686 Avg Close — Range —
Q2 2021
Shares 84,509 Value ($000) $8,811 Avg Close — Range —
Q1 2021
Shares 85,453 Value ($000) $8,264 Avg Close — Range —
Q4 2020
Shares 89,092 Value ($000) $8,107 Avg Close — Range —