Embree Financial Group Schwab Strategic Tr Us Large C Transaction History

Embree Financial Group

$586 Billion
Q4 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 1,773,631 shares of SCHX stock, worth $42.1 Million. This represents 7.02% of its overall portfolio holdings.

Number of Shares

1,773,631

Previous 582,340 204.57%

Holding current value

$42.1 Million

Previous $39.5 Billion 4.05%

% of portfolio

7.02%

Previous 7.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $26.7 Million - $81.3 Million	1,191,291 Added 204.57%	1,773,631 $41.1 Billion
Q3 2024 Oct 18, 2024	BUY	$61.11 - $67.85 $740,775 - $822,477	12,122 Added 2.13%	582,340 $39.5 Billion
Q2 2024 Aug 01, 2024	BUY	$58.7 - $64.78 $1.51 Million - $1.67 Million	25,736 Added 4.73%	570,218 $36.6 Billion
Q1 2024 May 03, 2024	BUY	$55.41 - $62.08 $641,370 - $718,576	11,575 Added 2.17%	544,482 $33.8 Billion
Q4 2023 Apr 30, 2024	BUY	$48.47 - $56.6 $25.8 Million - $30.2 Million	532,907 New	532,907 $30.1 Billion

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Embree Financial Group Schwab Strategic Tr Us Large C Transaction History