EFG
Embree Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
57,929
-253
| -0.4% | -$7.1K | 0.24% | 75 |
|
|
2025
Q1 | $1.52M | Buy |
58,182
+4,188
| +8% | +$110K | 0.26% | 77 |
|
|
2024
Q4 | $1.5M | Buy |
53,994
+37,313
| +224% | +$1.03M | 0.26% | 69 |
|
|
2024
Q3 | $1.39M | Buy |
16,681
+529
| +3% | +$44K | 0.25% | 69 |
|
|
2024
Q2 | $1.26M | Buy |
16,152
+790
| +5% | +$61.5K | 0.24% | 73 |
|
|
2024
Q1 | $1.25M | Buy |
15,362
+598
| +4% | +$48.7K | 0.25% | 74 |
|
|
2023
Q4 | $1.11M | Buy |
+14,764
| New | +$1.11M | 0.23% | 78 |
|