Embree Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.66M	Sell
2025 Q2	$1.62M	Sell
2025 Q1	$1.52M	Buy
2024 Q4	$1.5M	Buy
2024 Q3	$1.39M	Buy
2024 Q2	$1.26M	Buy
2024 Q1	$1.25M	Buy
2023 Q4	$1.11M	Buy