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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 163k | 29.11 |
| 2025-06-30 | $4.6M | 167k | 27.67 |
| 2025-03-31 | $4.1M | 154k | 26.58 |
| 2024-12-31 | $4.0M | 152k | 26.07 |
| 2024-09-30 | $4.1M | 51k | 80.37 |
| 2024-06-30 | $3.6M | 48k | 74.08 |
| 2024-03-31 | $3.6M | 47k | 75.98 |
| 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 |