Embree Financial Group Schwab Strategic Tr Us Large C Transaction History
Embree Financial Group
- $561 Billion
- Q3 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 55,939 shares of SCHV stock, worth $1.48 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
55,939
Previous 54,455
2.73%
Holding current value
$1.48 Million
Previous $4.03 Billion
11.45%
% of portfolio
0.8%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$514 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$284 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio