Embree Financial Group Schwab Strategic Tr Us Large C Transaction History

Embree Financial Group

  • $746 Billion
  • Q3 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 1,599,473 shares of SCHX stock, worth $42.5 Million. This represents 5.65% of its overall portfolio holdings.

Number of Shares
1,599,473
Previous 1,746,011 8.39%
Holding current value
$42.5 Million
Previous $42.7 Billion 1.27%
% of portfolio
5.65%
Previous 6.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$24.46 - $26.5 $3.58 Million - $3.88 Million
-146,538 Reduced 8.39%
1,599,473 $42.1 Billion
Q2 2025

Jul 16, 2025
SELL
$19.6 - $24.44 $1.29 Million - $1.61 Million
-65,792 Reduced 3.63%
1,746,011 $42.7 Billion
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $830,241 - $926,816
38,172 Added 2.15%
1,811,803 $40 Billion
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
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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