Schwab Strategic Tr cmn shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 48k | 70.10 |
| 2023-09-30 | $2.9M | 44k | 64.46 |
| 2023-06-30 | $3.0M | 45k | 67.09 |
| 2023-03-31 | $3.1M | 48k | 65.58 |
| 2022-12-31 | $2.9M | 44k | 66.02 |
| 2022-09-30 | $2.3M | 39k | 58.51 |
| 2022-06-30 | $2.1M | 34k | 62.42 |
| 2022-03-31 | $3.0M | 41k | 71.41 |
| 2021-12-31 | $3.1M | 42k | 73.21 |
| 2021-09-30 | $2.5M | 37k | 67.47 |
| 2021-06-30 | $2.8M | 41k | 68.35 |
| 2021-03-31 | $2.8M | 43k | 65.27 |
| 2020-12-31 | $2.6M | 44k | 59.53 |