Everhart Financial Group, Inc.'s ownership history for SCHD

Everhart Financial Group, Inc. currently holds 98.0K shares with a market value of $2.7M. It started holding SCHD on 2024-09-30. At its peak, it held 128.6K shares on 2024-12-31. Its highest holding value was $4.0M on 2024-09-30. At its lowest, it held 47.3K shares on 2024-09-30, with a value of $2.7M on 2025-12-31. In the recent 180 days, Everhart Financial Group, Inc. has decreased its shares by 20.4K. In the recent year, Everhart Financial Group, Inc. has decreased its shares by 30.6K.