Embree Financial Group Schwab Strategic U.S. Mid Cap Transaction History

Embree Financial Group

  • $561 Billion
  • Q3 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 16,681 shares of SCHM stock, worth $475,074. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,681
Previous 16,152 3.28%
Holding current value
$475,074
Previous $1.26 Billion 10.26%
% of portfolio
0.25%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$75.47 - $83.18 $39,923 - $44,002
529 Added 3.28%
16,681 $1.39 Billion
Q2 2024

Aug 01, 2024
BUY
$75.69 - $81.19 $59,795 - $64,140
790 Added 5.14%
16,152 $1.26 Billion
Q1 2024

May 03, 2024
BUY
$72.89 - $81.43 $43,588 - $48,695
598 Added 4.05%
15,362 $1.25 Billion
Q4 2023

Apr 30, 2024
BUY
$63.01 - $75.95 $930,279 - $1.12 Million
14,764 New
14,764 $1.11 Billion

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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