SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 97,982 Value ($000) $2,688 Avg Close — Range —
Q3 2025
Shares 106,013 Value ($000) $2,894 Avg Close — Range —
Q2 2025
Shares 118,406 Value ($000) $3,138 Avg Close — Range —
Q1 2025
Shares 122,486 Value ($000) $3,425 Avg Close — Range —
Q4 2024
Shares 128,601 Value ($000) $3,513 Avg Close — Range —
Q3 2024
Shares 47,307 Value ($000) $4,004 Avg Close — Range —
Q2 2024
Shares 46,285 Value ($000) $3,599 Avg Close — Range —
Q1 2024
Shares 48,217 Value ($000) $3,888 Avg Close — Range —
Q4 2023
Shares 51,977 Value ($000) $3,957 Avg Close — Range —
Q3 2023
Shares 52,550 Value ($000) $3,711 Avg Close — Range —
Q2 2023
Shares 52,516 Value ($000) $3,806 Avg Close — Range —
Q1 2023
Shares 53,101 Value ($000) $3,877 Avg Close — Range —
Q4 2022
Shares 53,417 Value ($000) $4,027 Avg Close — Range —
Q3 2022
Shares 54,263 Value ($000) $3,605 Avg Close — Range —
Q2 2022
Shares 58,072 Value ($000) $4,159 Avg Close — Range —
Q1 2022
Shares 59,960 Value ($000) $4,730 Avg Close — Range —
Q4 2021
Shares 58,883 Value ($000) $4,760 Avg Close — Range —
Q3 2021
Shares 63,480 Value ($000) $4,712 Avg Close — Range —
Q2 2021
Shares 61,660 Value ($000) $4,663 Avg Close — Range —
Q1 2021
Shares 60,410 Value ($000) $4,405 Avg Close — Range —
Q4 2020
Shares 60,238 Value ($000) $3,863 Avg Close — Range —