EFG
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Embree Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Embree Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.51M Sell
299,117
-7,445
-2% -$195K 0.88% 29
2025
Q4 		$8.04M Sell
306,562
-15,447
-5% -$402K 0.99% 26
2025
Q3 		$8.28M Sell
322,009
-23,520
-7% -$582K 1.11% 22
2025
Q2 		$8.23M Sell
345,529
-5,039
-1% -$111K 1.24% 18
2025
Q1 		$7.55M Sell
350,568
-8,526
-2% -$194K 1.26% 19
2024
Q4 		$8.15M Sell
359,094
-31,287
-8% -$715K 1.39% 17
2024
Q3 		$8.66M Buy
390,381
+6,822
+2% +$146K 1.54% 16
2024
Q2 		$8.04M Buy
383,559
+159
+0% +$3.22K 1.55% 14
2024
Q1 		$7.8M Sell
383,400
-16,164
-4% -$313K 1.53% 14
2023
Q4 		$7.41M Buy
+399,564
New +$6.9M 1.56% 12

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SG
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EK
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HCM
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