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Disclosery

Everhart Financial Group, Inc.: SCHX position timeline

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

Everhart Financial Group, Inc. held 71,711 SCHX 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 71,711 shares
    Change vs previous 13F -1,177 shares

    0.13% of the 13F portfolio, value $2,151,335.

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

  2. period ended2026-06-30
    13F 72,888 shares
    Change vs previous 13F -1,258 shares

    0.14% of the 13F portfolio, value $2,145,090.

    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 74,146 shares
    Change vs previous 13F +1,256 shares

    0.16% of the 13F portfolio, value $1,901,105.

    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 72,890 shares
    Change vs previous 13F -1,867 shares

    0.18% of the 13F portfolio, value $1,961,464.

    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 74,757 shares
    Change vs previous 13F -17,938 shares

    0.2% of the 13F portfolio, value $1,969,107.

    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 92,695 shares
    Change vs previous 13F -1,372 shares

    0.26% of the 13F portfolio, value $2,265,473.

    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 94,067 shares
    Change vs previous 13F +41,199 shares

    0.28% of the 13F portfolio, value $2,077,004.

    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 52,868 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,225,490.

    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).