EVERHART FINANCIAL GROUP, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$2.29M
portfolio value
EVERHART FINANCIAL GROUP, INC. quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.16% | 5.16K shares | 169K | $58.51 | 39.22K |
| Q2 2022 | share | Decrease | -17.61% | -7.28K shares | -826K | $62.42 | 34.05K |
| Q1 2022 | share | Decrease | -1.02% | -428 shares | -106K | $71.39 | 41.34K |
| Q4 2021 | share | Increase | +11.61% | 4.34K shares | 533K | $73.15 | 41.76K |
| Q3 2021 | share | Decrease | -8.26% | -3.36K shares | -263K | $67.48 | 37.42K |
| Q2 2021 | share | Decrease | -4.54% | -1.94K shares | -1K | $68.01 | 40.79K |
| Q1 2021 | share | Decrease | -1.98% | -861 shares | 194K | $64.61 | 42.73K |
| Q4 2020 | share | Increase | 0.00% | 43.59K shares | 2.59M | $58.65 | 43.59K |