Embree Financial Group Schwab Strategic Tr Us Large C Transaction History
Embree Financial Group
- $816 Billion
- Q4 2025
A detailed history of Embree Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Embree Financial Group holds 137,500 shares of SCHG stock, worth $4.44 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
137,500
Previous 140,883
2.4%
Holding current value
$4.44 Million
Previous $4.5 Billion
0.23%
% of portfolio
0.55%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,694Shares Held
857MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio