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 582,340 shares of SCHX stock, worth $13.9 Million. This represents 7.04% of its overall portfolio holdings.

Number of Shares
582,340
Previous 570,218 2.13%
Holding current value
$13.9 Million
Previous $36.6 Billion 7.85%
% of portfolio
7.04%
Previous 7.04%

Shares

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

About SCHWAB STRATEGIC TR US LARGE-C


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