EFG
Embree Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Sell |
345,529
-5,039
| -1% | -$120K | 1.24% | 18 |
|
|
2025
Q1 | $7.55M | Sell |
350,568
-8,526
| -2% | -$184K | 1.26% | 19 |
|
|
2024
Q4 | $8.15M | Buy |
359,094
+228,967
| +176% | +$5.2M | 1.39% | 17 |
|
|
2024
Q3 | $8.66M | Buy |
130,127
+2,274
| +2% | +$151K | 1.54% | 16 |
|
|
2024
Q2 | $8.04M | Buy |
127,853
+53
| +0% | +$3.33K | 1.54% | 14 |
|
|
2024
Q1 | $7.8M | Sell |
127,800
-5,388
| -4% | -$329K | 1.53% | 14 |
|
|
2023
Q4 | $7.41M | Buy |
+133,188
| New | +$7.41M | 1.56% | 12 |
|