EVERHART FINANCIAL GROUP, INC. – Schwab U.S. Broad Market ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$7.37M
portfolio value
EVERHART FINANCIAL GROUP, INC. quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.85% | -35.58K shares | -1.95M | $41.99 | 175.66K |
| Q2 2022 | share | Increase | +22.90% | 39.36K shares | 158K | $44.19 | 211.25K |
| Q1 2022 | share | Increase | +1.18% | 1.99K shares | -423K | $53.39 | 171.88K |
| Q4 2021 | share | Increase | +103.14% | 86.25K shares | 914K | $113.36 | 169.88K |
| Q3 2021 | share | Increase | +97.93% | 82.75K shares | -125K | $103.86 | 167.26K |
| Q2 2021 | share | Increase | +97.79% | 83.56K shares | 547K | $103.94 | 169.01K |
| Q1 2021 | share | Increase | +91.83% | 81.81K shares | 157K | $96.11 | 170.90K |
| Q4 2020 | share | Increase | 0.00% | 178.18K shares | 8.10M | $90.16 | 178.18K |