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 148,044 shares of SCHG stock, worth $4.23 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
148,044
Previous 36,312 307.7%
Holding current value
$4.23 Million
Previous $3.78 Billion 9.07%
% of portfolio
0.7%
Previous 0.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$25.93 - $105.3 $2.9 Million - $11.8 Million
111,732 Added 307.7%
148,044 $4.13 Billion
Q3 2024

Oct 18, 2024

BUY
$92.63 - $105.69 $184,055 - $210,006
1,987 Added 5.79%
36,312 $3.78 Billion
Q2 2024

Aug 01, 2024

SELL
$87.04 - $101.61 $75,028 - $87,587
-862 Reduced 2.45%
34,325 $3.46 Billion
Q1 2024

May 03, 2024

SELL
$80.6 - $93.32 $50,052 - $57,951
-621 Reduced 1.73%
35,187 $3.26 Billion
Q4 2023

Apr 30, 2024

BUY
$70.08 - $83.37 $2.51 Million - $2.99 Million
35,808 New
35,808 $2.97 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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