Embree Financial Group Schwab Strategic U.S. Mid Cap Transaction History
Embree Financial Group
- $520 Billion
- Q2 2024
A detailed history of Embree Financial Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Embree Financial Group holds 16,152 shares of SCHM stock, worth $1.34 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,152
Previous 15,362
5.14%
Holding current value
$1.34 Million
Previous $1.25 Billion
0.49%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio