EFG
Embree Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
48,705
-9,112
| -16% | -$388K | 0.31% | 59 |
|
|
2025
Q1 | $2.07M | Sell |
57,817
-20,314
| -26% | -$729K | 0.35% | 60 |
|
|
2024
Q4 | $2.68M | Sell |
78,131
-21,897
| -22% | -$752K | 0.46% | 45 |
|
|
2024
Q3 | $3.85M | Buy |
100,028
+5,994
| +6% | +$231K | 0.69% | 28 |
|
|
2024
Q2 | $3.35M | Sell |
94,034
-6,910
| -7% | -$246K | 0.64% | 34 |
|
|
2024
Q1 | $3.61M | Buy |
100,944
+3,634
| +4% | +$130K | 0.71% | 31 |
|
|
2023
Q4 | $3.4M | Buy |
+97,310
| New | +$3.4M | 0.71% | 29 |
|