SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 107,357 Value ($000) $3,228 Avg Close — Range —
Q3 2025
Shares 126,651 Value ($000) $3,754 Avg Close — Range —
Q2 2025
Shares 127,483 Value ($000) $3,576 Avg Close — Range —
Q1 2025
Shares 127,039 Value ($000) $3,328 Avg Close — Range —
Q4 2024
Shares 127,591 Value ($000) $3,536 Avg Close — Range —
Q3 2024
Shares 48,919 Value ($000) $4,065 Avg Close — Range —
Q2 2024
Shares 49,876 Value ($000) $3,882 Avg Close — Range —
Q1 2024
Shares 49,703 Value ($000) $4,047 Avg Close — Range —
Q4 2023
Shares 50,254 Value ($000) $3,785 Avg Close — Range —
Q3 2023
Shares 52,078 Value ($000) $3,525 Avg Close — Range —
Q2 2023
Shares 54,803 Value ($000) $3,893 Avg Close — Range —
Q1 2023
Shares 57,857 Value ($000) $3,926 Avg Close — Range —
Q4 2022
Shares 58,276 Value ($000) $3,823 Avg Close — Range —
Q3 2022
Shares 57,394 Value ($000) $3,474 Avg Close — Range —
Q2 2022
Shares 59,314 Value ($000) $3,721 Avg Close — Range —
Q1 2022
Shares 59,641 Value ($000) $4,524 Avg Close — Range —
Q4 2021
Shares 60,336 Value ($000) $4,853 Avg Close — Range —
Q3 2021
Shares 61,521 Value ($000) $4,716 Avg Close — Range —
Q2 2021
Shares 61,651 Value ($000) $4,826 Avg Close — Range —
Q1 2021
Shares 65,059 Value ($000) $4,843 Avg Close — Range —
Q4 2020
Shares 69,171 Value ($000) $4,716 Avg Close — Range —