SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 70,467 Value ($000) $2,007 Avg Close — Range —
Q3 2025
Shares 77,625 Value ($000) $2,166 Avg Close — Range —
Q2 2025
Shares 77,693 Value ($000) $1,966 Avg Close — Range —
Q1 2025
Shares 79,440 Value ($000) $1,861 Avg Close — Range —
Q4 2024
Shares 78,991 Value ($000) $2,043 Avg Close — Range —
Q3 2024
Shares 49,675 Value ($000) $2,558 Avg Close — Range —
Q2 2024
Shares 50,107 Value ($000) $2,378 Avg Close — Range —
Q1 2024
Shares 50,443 Value ($000) $2,484 Avg Close — Range —
Q4 2023
Shares 51,124 Value ($000) $2,415 Avg Close — Range —
Q3 2023
Shares 53,534 Value ($000) $2,217 Avg Close — Range —
Q2 2023
Shares 57,543 Value ($000) $2,053 Avg Close — Range —
Q1 2023
Shares 62,768 Value ($000) $2,632 Avg Close — Range —
Q4 2022
Shares 63,177 Value ($000) $2,559 Avg Close — Range —
Q3 2022
Shares 63,867 Value ($000) $2,414 Avg Close — Range —
Q2 2022
Shares 63,527 Value ($000) $2,477 Avg Close — Range —
Q1 2022
Shares 63,779 Value ($000) $3,020 Avg Close — Range —
Q4 2021
Shares 31,651 Value ($000) $3,241 Avg Close — Range —
Q3 2021
Shares 32,181 Value ($000) $3,221 Avg Close — Range —
Q2 2021
Shares 32,311 Value ($000) $3,366 Avg Close — Range —
Q1 2021
Shares 35,049 Value ($000) $3,493 Avg Close — Range —
Q4 2020
Shares 38,437 Value ($000) $3,421 Avg Close — Range —