Schwab Strategic Tr us lrg cap etf shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 18k | 62.06 |
| 2023-12-31 | $978k | 17k | 56.40 |
| 2023-09-30 | $1.3M | 26k | 50.60 |
| 2023-06-30 | $1.0M | 20k | 52.18 |
| 2023-03-31 | $978k | 20k | 48.37 |
| 2022-12-31 | $926k | 21k | 45.15 |
| 2022-09-30 | $875k | 21k | 42.35 |
| 2022-06-30 | $923k | 21k | 44.69 |
| 2022-03-31 | $1.1M | 20k | 53.84 |
| 2021-12-31 | $1.2M | 10k | 113.81 |
| 2021-09-30 | $1.1M | 11k | 104.01 |
| 2021-06-30 | $1.1M | 11k | 104.00 |
| 2021-03-31 | $1.0M | 11k | 95.98 |
| 2020-12-31 | $1.0M | 11k | 90.92 |
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