EFG
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Everhart Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Everhart Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Sell
400,094
-21,881
-5% -$613K 0.74% 21
2026
Q1 		$10.6M Sell
421,975
-3,788
-0.9% -$99.4K 0.9% 19
2025
Q4 		$11.2M Sell
425,763
-25,994
-6% -$677K 1.03% 17
2025
Q3 		$11.6M Sell
451,757
-12,336
-3% -$305K 1.16% 13
2025
Q2 		$11.1M Buy
464,093
+7,270
+2% +$160K 1.28% 13
2025
Q1 		$9.84M Sell
456,823
-1,205
-0.3% -$27.4K 1.34% 12
2024
Q4 		$10.4M Sell
458,028
-28,548
-6% -$652K 2.14% 9
2024
Q3 		$10.8M Sell
486,576
-2,676
-0.5% -$57.1K 2.39% 7
2024
Q2 		$10.3M Sell
489,252
-1,575
-0.3% -$31.9K 2.66% 6
2024
Q1 		$9.99M Sell
490,827
-2,706
-0.5% -$52.4K 2.91% 7
2023
Q4 		$9.16M Sell
493,533
-7,623
-2% -$132K 3.24% 5
2023
Q3 		$8.33M Sell
501,156
-22,770
-4% -$394K 3.53% 5
2023
Q2 		$8.81M Sell
523,926
-22,101
-4% -$360K 3.65% 4
2023
Q1 		$8.71M Buy
546,027
+11,193
+2% +$175K 3.91% 2
2022
Q4 		$7.98M Buy
534,834
+7,845
+1% +$118K 4.01% 3
2022
Q3 		$7.38M Sell
526,989
-106,767
-17% -$1.66M 4.08% 3
2022
Q2 		$9.34M Buy
633,756
+118,098
+23% +$1.9M 5.67% 2
2022
Q1 		$9.18M Buy
515,658
+5,994
+1% +$105K 5.3% 2
2021
Q4 		$9.6M Buy
509,664
+7,866
+2% +$145K 5.8% 2
2021
Q3 		$8.69M Sell
501,798
-5,256
-1% -$93.5K 5.95% 2
2021
Q2 		$8.81M Sell
507,054
-5,664
-1% -$95.9K 6.06% 2
2021
Q1 		$8.26M Sell
512,718
-21,834
-4% -$344K 7.25% 2
2020
Q4 		$8.11M Buy
+534,552
New +$7.61M 7.48% 2

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