EFG
Embree Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
142,533
-3,640
| -2% | -$106K | 0.63% | 35 |
|
|
2025
Q1 | $3.66M | Sell |
146,173
-1,871
| -1% | -$46.9K | 0.61% | 34 |
|
|
2024
Q4 | $4.13M | Buy |
148,044
+111,732
| +308% | +$3.11M | 0.7% | 28 |
|
|
2024
Q3 | $3.78M | Buy |
36,312
+1,987
| +6% | +$207K | 0.67% | 31 |
|
|
2024
Q2 | $3.46M | Sell |
34,325
-862
| -2% | -$86.9K | 0.67% | 31 |
|
|
2024
Q1 | $3.26M | Sell |
35,187
-621
| -2% | -$57.6K | 0.64% | 35 |
|
|
2023
Q4 | $2.97M | Buy |
+35,808
| New | +$2.97M | 0.62% | 40 |
|