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Disclosery

Everhart Financial Group, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 337,943 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 337,943 shares
    Change vs previous 13F -6,794 shares

    0.75% of the 13F portfolio, value $12,142,280.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 344,737 shares
    Change vs previous 13F -13,399 shares

    0.75% of the 13F portfolio, value $11,665,906.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 358,136 shares
    Change vs previous 13F -8,476 shares

    0.89% of the 13F portfolio, value $10,432,487.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 366,612 shares
    Change vs previous 13F -76,069 shares

    1.11% of the 13F portfolio, value $11,958,887.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 442,681 shares
    Change vs previous 13F +2,647 shares

    1.42% of the 13F portfolio, value $14,125,964.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 440,034 shares
    Change vs previous 13F -5,600 shares

    1.49% of the 13F portfolio, value $12,853,405.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 445,634 shares
    Change vs previous 13F -22,543 shares

    1.53% of the 13F portfolio, value $11,158,667.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 468,177 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $13,048,091.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).