Embree Financial Group Schwab Strategic Tr Us Large C Transaction History
Embree Financial Group
- $664 Billion
- Q2 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 142,533 shares of SCHG stock, worth $4.57 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
142,533
Previous 146,173
2.49%
Holding current value
$4.57 Million
Previous $3.66 Billion
13.75%
% of portfolio
0.63%
Previous 0.61%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.77 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio