Embree Financial Group Schwab Strategic Tr Us Broad M Transaction History

Embree Financial Group

$586 Billion
Q4 2024

A detailed history of Embree Financial Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Embree Financial Group holds 359,094 shares of SCHB stock, worth $8.32 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

359,094

Previous 130,127 175.96%

Holding current value

$8.32 Million

Previous $8.66 Billion 5.83%

% of portfolio

1.39%

Previous 1.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $5.04 Million - $15.3 Million	228,967 Added 175.96%	359,094 $8.15 Billion
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $136,280 - $151,266	2,274 Added 1.78%	130,127 $8.66 Billion
Q2 2024 Aug 01, 2024	BUY	$57.57 - $63.3 $3,051 - $3,354	53 Added 0.04%	127,853 $8.04 Billion
Q1 2024 May 03, 2024	SELL	$54.61 - $61.05 $294,238 - $328,937	-5,388 Reduced 4.05%	127,800 $7.8 Billion
Q4 2023 Apr 30, 2024	BUY	$47.61 - $55.91 $6.34 Million - $7.45 Million	133,188 New	133,188 $7.41 Billion

Others Institutions Holding SCHB

# of Institutions

1,261

Shares Held

444M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Embree Financial Group Schwab Strategic Tr Us Broad M Transaction History