Embree Financial Group Schwab Strategic Tr Us Broad M Transaction History
Embree Financial Group
- $561 Billion
- Q3 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 130,127 shares of SCHB stock, worth $2.99 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
130,127
Previous 127,853
1.78%
Holding current value
$2.99 Million
Previous $8.04 Billion
7.69%
% of portfolio
1.54%
Previous 1.54%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,178Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio