EFG
Embree Financial Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
45,544
-399
| -0.9% | -$10.9K | 0.19% | 88 |
|
|
2025
Q1 | $1.17M | Sell |
45,943
-636
| -1% | -$16.1K | 0.2% | 85 |
|
|
2024
Q4 | $1.08M | Sell |
46,579
-9,324
| -17% | -$216K | 0.18% | 81 |
|
|
2024
Q3 | $1.46M | Buy |
55,903
+782
| +1% | +$20.5K | 0.26% | 67 |
|
|
2024
Q2 | $1.3M | Buy |
55,121
+489
| +0.9% | +$11.5K | 0.25% | 71 |
|
|
2024
Q1 | $1.33M | Buy |
54,632
+957
| +2% | +$23.2K | 0.26% | 70 |
|
|
2023
Q4 | $1.32M | Buy |
+53,675
| New | +$1.32M | 0.28% | 69 |
|