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Disclosery

Everhart Financial Group, Inc.: SCHW position timeline

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

Everhart Financial Group, Inc. held 14,503 SCHW 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 14,503 shares
    Change vs previous 13F +609 shares

    0.09% of the 13F portfolio, value $1,417,566.

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

  2. period ended2026-06-30
    13F 13,894 shares
    Change vs previous 13F -191 shares

    0.08% of the 13F portfolio, value $1,282,012.

    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 14,085 shares
    Change vs previous 13F +1,873 shares

    0.11% of the 13F portfolio, value $1,323,672.

    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 12,212 shares
    Change vs previous 13F +525 shares

    0.11% of the 13F portfolio, value $1,220,101.

    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 11,687 shares
    Change vs previous 13F +2,504 shares

    0.11% of the 13F portfolio, value $1,115,758.

    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 9,183 shares
    Change vs previous 13F +1,142 shares

    0.1% of the 13F portfolio, value $837,857.

    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 8,041 shares
    Change vs previous 13F +1,502 shares

    0.09% of the 13F portfolio, value $629,449.

    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 6,539 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $483,951.

    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).