SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 72,890 Value ($000) $1,961 Avg Close — Range —
Q3 2025
Shares 74,757 Value ($000) $1,969 Avg Close — Range —
Q2 2025
Shares 92,695 Value ($000) $2,265 Avg Close — Range —
Q1 2025
Shares 94,067 Value ($000) $2,077 Avg Close — Range —
Q4 2024
Shares 52,868 Value ($000) $1,225 Avg Close — Range —
Q3 2024
Shares 17,744 Value ($000) $1,204 Avg Close — Range —
Q2 2024
Shares 17,830 Value ($000) $1,146 Avg Close — Range —
Q1 2024
Shares 17,988 Value ($000) $1,116 Avg Close — Range —
Q4 2023
Shares 17,339 Value ($000) $978 Avg Close — Range —
Q3 2023
Shares 25,811 Value ($000) $1,306 Avg Close — Range —
Q2 2023
Shares 19,781 Value ($000) $1,032 Avg Close — Range —
Q1 2023
Shares 20,216 Value ($000) $978 Avg Close — Range —
Q4 2022
Shares 20,514 Value ($000) $926 Avg Close — Range —
Q3 2022
Shares 20,660 Value ($000) $875 Avg Close — Range —
Q2 2022
Shares 20,655 Value ($000) $923 Avg Close — Range —
Q1 2022
Shares 20,041 Value ($000) $1,079 Avg Close — Range —
Q4 2021
Shares 10,333 Value ($000) $1,176 Avg Close — Range —
Q3 2021
Shares 10,595 Value ($000) $1,102 Avg Close — Range —
Q2 2021
Shares 10,885 Value ($000) $1,132 Avg Close — Range —
Q1 2021
Shares 10,836 Value ($000) $1,040 Avg Close — Range —
Q4 2020
Shares 10,999 Value ($000) $1,000 Avg Close — Range —