Embree Financial Group
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Embree Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Embree Financial Group’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.48M Sell
90,462
-1,132
-1% -$31.5K 0.24% 68
2026
Q2 		$2.54M Sell
91,594
-32,012
-26% -$863K 0.25% 65
2026
Q1 		$3.06M Buy
123,606
+3,689
+3% +$93.8K 0.36% 57
2025
Q4 		$2.88M Sell
119,917
-9,640
-7% -$229K 0.35% 58
2025
Q3 		$3.02M Buy
129,557
+633
+0.5% +$14.3K 0.4% 54
2025
Q2 		$2.85M Buy
128,924
+590
+0.5% +$12.3K 0.43% 51
2025
Q1 		$2.54M Sell
128,334
-1,840
-1% -$36.1K 0.43% 46
2024
Q4 		$2.41M Sell
130,174
-5,818
-4% -$114K 0.41% 50
2024
Q3 		$2.8M Sell
135,992
-1,446
-1% -$28.6K 0.5% 42
2024
Q2 		$2.64M Sell
137,438
-4,108
-3% -$79.5K 0.51% 44
2024
Q1 		$2.76M Sell
141,546
-818
-0.6% -$15.3K 0.54% 45
2023
Q4 		$2.63M Buy
+142,364
New +$2.47M 0.55% 45

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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Embree Financial Group's SCHF Position: Q3 2026 in Review

Embree Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 1.2% in Q3 2026, selling an estimated $31.5K and leaving 90,462 shares worth $2.48M. The position accounts for 0.24% of the portfolio, ranked #68.

Embree Financial Group first reported a position in SCHF in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q1 2026. 843 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Embree Financial Group held 90,462 shares of Schwab International Equity ETF worth $2.48M as of Q3 2026.
  • Embree Financial Group sold 1,132 Schwab International Equity ETF shares in Q3 2026, an estimated $31.5K.
  • Schwab International Equity ETF made up 0.24% of Embree Financial Group's portfolio in Q3 2026, its #68 holding.
  • Embree Financial Group first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Embree Financial Group's Schwab International Equity ETF position peaked at $3.06M in Q1 2026.
  • 843 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.