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Disclosery

Everhart Financial Group, Inc.: SCHM position timeline

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

Everhart Financial Group, Inc. held 97,785 SCHM 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 97,785 shares
    Change vs previous 13F -858 shares

    0.2% of the 13F portfolio, value $3,326,648.

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

  2. period ended2026-06-30
    13F 98,643 shares
    Change vs previous 13F -9,817 shares

    0.23% of the 13F portfolio, value $3,636,964.

    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 108,460 shares
    Change vs previous 13F +1,103 shares

    0.29% of the 13F portfolio, value $3,357,919.

    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 107,357 shares
    Change vs previous 13F -19,294 shares

    0.3% of the 13F portfolio, value $3,228,231.

    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 126,651 shares
    Change vs previous 13F -832 shares

    0.38% of the 13F portfolio, value $3,753,926.

    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 127,483 shares
    Change vs previous 13F +444 shares

    0.41% of the 13F portfolio, value $3,575,905.

    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 127,039 shares
    Change vs previous 13F -552 shares

    0.46% of the 13F portfolio, value $3,328,415.

    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 127,591 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,535,560.

    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).