EFG
Embree Financial Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
17,346
-194
| -1% | -$4.11K | 0.06% | 153 |
|
|
2025
Q1 | $377K | Sell |
17,540
-3,340
| -16% | -$71.8K | 0.06% | 145 |
|
|
2024
Q4 | $440K | Sell |
20,880
-210
| -1% | -$4.42K | 0.08% | 126 |
|
|
2024
Q3 | $489K | Sell |
21,090
-380
| -2% | -$8.81K | 0.09% | 119 |
|
|
2024
Q2 | $429K | Sell |
21,470
-639
| -3% | -$12.8K | 0.08% | 120 |
|
|
2024
Q1 | $449K | Sell |
22,109
-4,780
| -18% | -$97K | 0.09% | 126 |
|
|
2023
Q4 | $557K | Buy |
+26,889
| New | +$557K | 0.12% | 101 |
|