EVERHART FINANCIAL GROUP, INC. – Schwab U.S. Small-Cap ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$2.41M
portfolio value
EVERHART FINANCIAL GROUP, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.54% | 340 shares | -63K | $37.8 | 63.86K |
| Q2 2022 | share | Decrease | -0.40% | -252 shares | -543K | $38.99 | 63.52K |
| Q1 2022 | share | Increase | +0.75% | 477 shares | -221K | $47.36 | 63.77K |
| Q4 2021 | share | Increase | +96.71% | 31.12K shares | 20K | $102.53 | 63.30K |
| Q3 2021 | share | Increase | +99.20% | 32.05K shares | -145K | $100.1 | 64.36K |
| Q2 2021 | share | Increase | +84.38% | 29.57K shares | -127K | $103.88 | 64.62K |
| Q1 2021 | share | Increase | +82.37% | 31.66K shares | 72K | $99.17 | 70.09K |
| Q4 2020 | share | Increase | 0.00% | 76.87K shares | 3.42M | $88.35 | 76.87K |