Embree Financial Group Schwab Strategic Tr Us Large C Transaction History
Embree Financial Group
- $597 Billion
- Q1 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 167,402 shares of SCHV stock, worth $4.49 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
167,402
Previous 165,616
1.08%
Holding current value
$4.49 Million
Previous $4.32 Billion
3.06%
% of portfolio
0.75%
Previous 0.74%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.43 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.09 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$884 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$442 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$310 Million0.73% of portfolio