A detailed history of Embree Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Embree Financial Group holds 20,776 shares of SCHD stock, worth $566,977. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,776
Previous 21,294 2.43%
Holding current value
$566,977
Previous $1.66 Billion 6.06%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$77.02 - $85.06 $39,896 - $44,061
-518 Reduced 2.43%
20,776 $1.76 Billion
Q2 2024

Aug 01, 2024

BUY
$75.81 - $80.15 $30,324 - $32,060
400 Added 1.91%
21,294 $1.66 Billion
Q1 2024

May 03, 2024

SELL
$75.25 - $80.63 $5,192 - $5,563
-69 Reduced 0.33%
20,894 $1.68 Billion
Q4 2023

Apr 30, 2024

BUY
$66.9 - $76.32 $1.4 Million - $1.6 Million
20,963 New
20,963 $1.6 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Embree Financial Group Portfolio

Follow Embree Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Embree Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Embree Financial Group with notifications on news.