Embree Financial Group Schwab Strategic Tr Us Large C Transaction History
Embree Financial Group
- $664 Billion
- Q2 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 166,593 shares of SCHV stock, worth $4.73 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
166,593
Previous 167,402
0.48%
Holding current value
$4.73 Million
Previous $4.45 Billion
3.6%
% of portfolio
0.69%
Previous 0.75%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
943Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.51 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.15 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$937 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$468 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$328 Million0.73% of portfolio