EVERHART FINANCIAL GROUP, INC. – Schwab U.S. Large-Cap ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$875,000
portfolio value
EVERHART FINANCIAL GROUP, INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 5 shares | -48K | $42.35 | 20.66K |
| Q2 2022 | share | Increase | +3.06% | 614 shares | -156K | $44.66 | 20.65K |
| Q1 2022 | share | Decrease | -3.02% | -625 shares | -97K | $53.85 | 20.04K |
| Q4 2021 | share | Increase | +95.05% | 10.07K shares | 74K | $114.22 | 20.66K |
| Q3 2021 | share | Increase | +94.67% | 10.30K shares | -30K | $104.03 | 21.19K |
| Q2 2021 | share | Increase | +100.90% | 10.93K shares | 92K | $103.64 | 21.77K |
| Q1 2021 | share | Increase | +97.04% | 10.67K shares | 40K | $95.42 | 21.67K |
| Q4 2020 | share | Increase | 0.00% | 21.99K shares | 1M | $90.1 | 21.99K |