SCHWAB STRATEGIC TR

Ticker: SCHK CUSIP: 808524722 Class: ETF

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

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

Q4 2025
Shares 37,521 Value ($000) $1,231 Avg Close — Range —
Q3 2025
Shares 37,593 Value ($000) $1,207 Avg Close — Range —
Q2 2025
Shares 37,412 Value ($000) $1,116 Avg Close — Range —
Q1 2025
Shares 30,568 Value ($000) $823 Avg Close — Range —
Q4 2024
Shares 30,568 Value ($000) $865 Avg Close — Range —
Q3 2024
Shares 15,284 Value ($000) $845 Avg Close — Range —
Q2 2024
Shares 15,284 Value ($000) $800 Avg Close — Range —
Q1 2024
Shares 15,284 Value ($000) $774 Avg Close — Range —
Q4 2023
Shares 15,417 Value ($000) $710 Avg Close — Range —
Q3 2023
Shares 15,417 Value ($000) $637 Avg Close — Range —
Q2 2023
Shares 15,417 Value ($000) $660 Avg Close — Range —
Q1 2023
Shares 15,417 Value ($000) $610 Avg Close — Range —
Q4 2022
Shares 15,417 Value ($000) $569 Avg Close — Range —
Q3 2022
Shares 18,839 Value ($000) $652 Avg Close — Range —
Q2 2022
Shares 18,839 Value ($000) $687 Avg Close — Range —
Q1 2022
Shares 15,417 Value ($000) $679 Avg Close — Range —
Q4 2021
Shares 15,417 Value ($000) $718 Avg Close — Range —
Q3 2021
Shares 15,417 Value ($000) $657 Avg Close — Range —
Q2 2021
Shares 15,422 Value ($000) $658 Avg Close — Range —
Q1 2021
Shares 19,053 Value ($000) $752 Avg Close — Range —
Q4 2020
Shares 19,772 Value ($000) $739 Avg Close — Range —