Embree Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Embree Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.68M	Sell
2025 Q2	$1.75M	Buy
2025 Q1	$1.82M	Buy
2024 Q4	$1.69M	Sell
2024 Q3	$1.76M	Sell
2024 Q2	$1.66M	Buy
2024 Q1	$1.68M	Sell
2023 Q4	$1.6M	Buy