A detailed history of Embree Financial Group transactions in Schwab Charles Corp stock. As of the latest transaction made, Embree Financial Group holds 16,761 shares of SCHW stock, worth $1.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,761
Previous 16,738 0.14%
Holding current value
$1.35 Million
Previous $1.23 Billion 11.93%
% of portfolio
0.19%
Previous 0.24%

Shares

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

Oct 18, 2024

BUY
$61.74 - $76.08 $1,420 - $1,749
23 Added 0.14%
16,761 $1.09 Billion
Q2 2024

Aug 01, 2024

BUY
$70.03 - $78.9 $1,470 - $1,656
21 Added 0.13%
16,738 $1.23 Billion
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $6,127 - $7,165
99 Added 0.6%
16,717 $1.21 Billion
Q4 2023

Apr 30, 2024

BUY
$49.33 - $70.98 $819,765 - $1.18 Million
16,618 New
16,618 $1.14 Billion

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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.