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 $464,232. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,681
Previous 16,152 3.28%
Holding current value
$464,232
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
950
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
Track This Portfolio

Track Embree Financial Group Portfolio

Follow Embree Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Embree Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Embree Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email