SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 25,657 Value ($000) $840 Avg Close — Range —
Q3 2025
Shares 25,506 Value ($000) $851 Avg Close — Range —
Q2 2025
Shares 25,635 Value ($000) $773 Avg Close — Range —
Q1 2025
Shares 26,506 Value ($000) $731 Avg Close — Range —
Q4 2024
Shares 26,638 Value ($000) $709 Avg Close — Range —
Q3 2024
Shares 27,035 Value ($000) $789 Avg Close — Range —
Q2 2024
Shares 25,953 Value ($000) $689 Avg Close — Range —
Q1 2024
Shares 28,493 Value ($000) $719 Avg Close — Range —
Q4 2023
Shares 31,994 Value ($000) $793 Avg Close — Range —
Q3 2023
Shares 31,621 Value ($000) $757 Avg Close — Range —
Q2 2023
Shares 32,520 Value ($000) $798 Avg Close — Range —
Q1 2023
Shares 32,956 Value ($000) $808 Avg Close — Range —
Q4 2022
Shares 34,300 Value ($000) $812 Avg Close — Range —
Q3 2022
Shares 55,955 Value ($000) $1,254 Avg Close — Range —
Q2 2022
Shares 61,013 Value ($000) $1,548 Avg Close — Range —
Q1 2022
Shares 68,325 Value ($000) $1,898 Avg Close — Range —
Q4 2021
Shares 67,553 Value ($000) $2,001 Avg Close — Range —
Q3 2021
Shares 46,992 Value ($000) $1,432 Avg Close — Range —
Q2 2021
Shares 42,901 Value ($000) $1,410 Avg Close — Range —
Q1 2021
Shares 43,538 Value ($000) $1,383 Avg Close — Range —
Q4 2020
Shares 43,960 Value ($000) $1,348 Avg Close — Range —