EFG
Embree Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
65,948
+875
| +1% | +$23.2K | 0.26% | 71 |
|
|
2025
Q1 | $1.82M | Buy |
65,073
+3,168
| +5% | +$88.6K | 0.3% | 66 |
|
|
2024
Q4 | $1.69M | Buy |
61,905
+41,129
| +198% | +$1.12M | 0.29% | 64 |
|
|
2024
Q3 | $1.76M | Sell |
20,776
-518
| -2% | -$43.8K | 0.31% | 63 |
|
|
2024
Q2 | $1.66M | Buy |
21,294
+400
| +2% | +$31.1K | 0.32% | 62 |
|
|
2024
Q1 | $1.68M | Sell |
20,894
-69
| -0.3% | -$5.56K | 0.33% | 62 |
|
|
2023
Q4 | $1.6M | Buy |
+20,963
| New | +$1.6M | 0.34% | 64 |
|