SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 129,225 Value ($000) $3,826 Avg Close — Range —
Q3 2025
Shares 162,660 Value ($000) $4,735 Avg Close — Range —
Q2 2025
Shares 166,535 Value ($000) $4,608 Avg Close — Range —
Q1 2025
Shares 153,795 Value ($000) $4,088 Avg Close — Range —
Q4 2024
Shares 152,339 Value ($000) $3,971 Avg Close — Range —
Q3 2024
Shares 51,245 Value ($000) $4,119 Avg Close — Range —
Q2 2024
Shares 47,941 Value ($000) $3,551 Avg Close — Range —
Q1 2024
Shares 47,113 Value ($000) $3,580 Avg Close — Range —
Q4 2023
Shares 47,730 Value ($000) $3,346 Avg Close — Range —
Q3 2023
Shares 44,436 Value ($000) $2,864 Avg Close — Range —
Q2 2023
Shares 45,429 Value ($000) $3,048 Avg Close — Range —
Q1 2023
Shares 47,621 Value ($000) $3,123 Avg Close — Range —
Q4 2022
Shares 44,283 Value ($000) $2,924 Avg Close — Range —
Q3 2022
Shares 39,222 Value ($000) $2,295 Avg Close — Range —
Q2 2022
Shares 34,059 Value ($000) $2,126 Avg Close — Range —
Q1 2022
Shares 41,340 Value ($000) $2,952 Avg Close — Range —
Q4 2021
Shares 41,768 Value ($000) $3,058 Avg Close — Range —
Q3 2021
Shares 37,422 Value ($000) $2,525 Avg Close — Range —
Q2 2021
Shares 40,790 Value ($000) $2,788 Avg Close — Range —
Q1 2021
Shares 42,732 Value ($000) $2,789 Avg Close — Range —
Q4 2020
Shares 43,593 Value ($000) $2,595 Avg Close — Range —