SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 23,415 Value ($000) $489 Avg Close — Range —
Q3 2025
Shares 27,731 Value ($000) $598 Avg Close — Range —
Q2 2025
Shares 27,624 Value ($000) $585 Avg Close — Range —
Q1 2025
Shares 20,404 Value ($000) $439 Avg Close — Range —
Q4 2024
Shares 20,472 Value ($000) $431 Avg Close — Range —
Q3 2024
Shares 20,995 Value ($000) $486 Avg Close — Range —
Q2 2024
Shares 21,116 Value ($000) $422 Avg Close — Range —
Q1 2024
Shares 22,108 Value ($000) $449 Avg Close — Range —
Q4 2023
Shares 22,816 Value ($000) $473 Avg Close — Range —
Q3 2023
Shares 19,457 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 17,397 Value ($000) $340 Avg Close — Range —
Q1 2023
Shares 17,511 Value ($000) $341 Avg Close — Range —
Q4 2022
Shares 17,109 Value ($000) $330 Avg Close — Range —
Q3 2022
Shares 12,946 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 23,404 Value ($000) $494 Avg Close — Range —
Q1 2022
Shares 9,586 Value ($000) $239 Avg Close — Range —
Q4 2021
Shares 4,750 Value ($000) $250 Avg Close — Range —
Q3 2021
Shares 4,780 Value ($000) $218 Avg Close — Range —
Q2 2021
Shares 4,791 Value ($000) $220 Avg Close — Range —
Q1 2021
Shares 5,429 Value ($000) $223 Avg Close — Range —