Embree Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.82M Sell
2025
Q2
$4.61M Sell
2025
Q1
$4.45M Buy
2024
Q4
$4.32M Sell
2024
Q3
$4.5M Buy
2024
Q2
$4.03M Buy
2024
Q1
$4.08M Sell
2023
Q4
$3.78M Buy