Embree Financial Group Schwab Strategic Tr Us Broad M Transaction History

Embree Financial Group

$746 Billion
Q3 2025

A detailed history of Embree Financial Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Embree Financial Group holds 322,009 shares of SCHB stock, worth $8.31 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

322,009

Previous 345,529 6.81%

Holding current value

$8.31 Million

Previous $8.23 Billion 0.55%

% of portfolio

1.11%

Previous 1.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$23.82 - $25.84 $560,246 - $607,756	-23,520 Reduced 6.81%	322,009 $8.28 Billion
Q2 2025 Jul 16, 2025	SELL	$19.1 - $23.83 $96,244 - $120,079	-5,039 Reduced 1.44%	345,529 $8.23 Billion
Q1 2025 Apr 22, 2025	SELL	$21.23 - $23.75 $181,006 - $202,492	-8,526 Reduced 2.37%	350,568 $7.55 Billion
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $5.04 Million - $15.3 Million	228,967 Added 175.96%	359,094 $8.15 Billion
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $136,280 - $151,266	2,274 Added 1.78%	130,127 $8.66 Billion

Q2 2024 Aug 01, 2024	BUY	$57.57 - $63.3 $3,051 - $3,354	53 Added 0.04%	127,853 $8.04 Billion
Q1 2024 May 03, 2024	SELL	$54.61 - $61.05 $294,238 - $328,937	-5,388 Reduced 4.05%	127,800 $7.8 Billion
Q4 2023 Apr 30, 2024	BUY	$47.61 - $55.91 $6.34 Million - $7.45 Million	133,188 New	133,188 $7.41 Billion

Others Institutions Holding SCHB

# of Institutions

1,377

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Embree Financial Group Schwab Strategic Tr Us Broad M Transaction History