Embree Financial Group Schwab Strategic Tr Us Dividen Transaction History
Embree Financial Group
- $597 Billion
- Q1 2025
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 65,073 shares of SCHD stock, worth $1.7 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
65,073
Previous 61,905
5.12%
Holding current value
$1.7 Million
Previous $1.69 Billion
7.58%
% of portfolio
0.3%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio