Embree Financial Group’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.59M	Buy
2025 Q2	$1.51M	Buy
2025 Q1	$1.27M	Buy
2024 Q4	$1.19M	Sell
2024 Q3	$1.09M	Buy
2024 Q2	$1.23M	Buy
2024 Q1	$1.21M	Buy
2023 Q4	$1.14M	Buy