Embree Financial Group Schwab Strategic Tr Us Large C Transaction History
Embree Financial Group
- $510 Billion
- Q1 2024
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 53,635 shares of SCHV stock, worth $3.97 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
53,635
Previous 53,879
0.45%
Holding current value
$3.97 Million
Previous $3.78 Billion
7.9%
% of portfolio
0.8%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio