EFG
Embree Financial Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
16,522
+270
| +2% | +$24.6K | 0.23% | 81 |
|
|
2025
Q1 | $1.27M | Buy |
16,252
+215
| +1% | +$16.8K | 0.21% | 82 |
|
|
2024
Q4 | $1.19M | Sell |
16,037
-724
| -4% | -$53.6K | 0.2% | 77 |
|
|
2024
Q3 | $1.09M | Buy |
16,761
+23
| +0.1% | +$1.49K | 0.19% | 79 |
|
|
2024
Q2 | $1.23M | Buy |
16,738
+21
| +0.1% | +$1.55K | 0.24% | 74 |
|
|
2024
Q1 | $1.21M | Buy |
16,717
+99
| +0.6% | +$7.16K | 0.24% | 75 |
|
|
2023
Q4 | $1.14M | Buy |
+16,618
| New | +$1.14M | 0.24% | 77 |
|