SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 366,612 Value ($000) $11,959 Avg Close Range
Q3 2025
Shares 442,681 Value ($000) $14,126 Avg Close Range
Q2 2025
Shares 440,034 Value ($000) $12,853 Avg Close Range
Q1 2025
Shares 445,634 Value ($000) $11,159 Avg Close Range
Q4 2024
Shares 468,177 Value ($000) $13,048 Avg Close Range
Q3 2024
Shares 119,640 Value ($000) $12,464 Avg Close Range
Q2 2024
Shares 117,751 Value ($000) $11,874 Avg Close Range
Q1 2024
Shares 119,173 Value ($000) $11,050 Avg Close Range
Q4 2023
Shares 120,241 Value ($000) $9,975 Avg Close Range
Q3 2023
Shares 119,991 Value ($000) $8,719 Avg Close Range
Q2 2023
Shares 124,530 Value ($000) $9,327 Avg Close Range
Q1 2023
Shares 127,767 Value ($000) $8,327 Avg Close Range
Q4 2022
Shares 111,867 Value ($000) $6,210 Avg Close Range
Q3 2022
Shares 106,758 Value ($000) $5,959 Avg Close Range
Q2 2022
Shares 100,972 Value ($000) $5,855 Avg Close Range
Q1 2022
Shares 99,841 Value ($000) $7,470 Avg Close Range
Q4 2021
Shares 48,626 Value ($000) $7,962 Avg Close Range
Q3 2021
Shares 48,666 Value ($000) $7,207 Avg Close Range
Q2 2021
Shares 51,474 Value ($000) $7,513 Avg Close Range
Q1 2021
Shares 54,922 Value ($000) $7,127 Avg Close Range
Q4 2020
Shares 56,717 Value ($000) $7,283 Avg Close Range