Embree Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.5M	Sell
2025 Q2	$4.16M	Sell
2025 Q1	$3.66M	Sell
2024 Q4	$4.13M	Buy
2024 Q3	$3.78M	Buy
2024 Q2	$3.46M	Sell
2024 Q1	$3.26M	Sell
2023 Q4	$2.97M	Buy