EFG
Embree Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Sell |
166,593
-809
| -0.5% | -$22.4K | 0.69% | 31 |
|
|
2025
Q1 | $4.45M | Buy |
167,402
+1,786
| +1% | +$47.5K | 0.75% | 29 |
|
|
2024
Q4 | $4.32M | Buy |
165,616
+109,677
| +196% | +$2.86M | 0.74% | 27 |
|
|
2024
Q3 | $4.5M | Buy |
55,939
+1,484
| +3% | +$119K | 0.8% | 23 |
|
|
2024
Q2 | $4.03M | Buy |
54,455
+820
| +2% | +$60.7K | 0.78% | 25 |
|
|
2024
Q1 | $4.08M | Sell |
53,635
-244
| -0.5% | -$18.5K | 0.8% | 26 |
|
|
2023
Q4 | $3.78M | Buy |
+53,879
| New | +$3.78M | 0.79% | 25 |
|