EFG
Embree Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
24,229
-1,187
| -5% | -$27.6K | 0.08% | 133 |
|
|
2025
Q1 | $589K | Sell |
25,416
-2,698
| -10% | -$62.5K | 0.1% | 125 |
|
|
2024
Q4 | $638K | Buy |
28,114
+9,304
| +49% | +$211K | 0.11% | 111 |
|
|
2024
Q3 | $894K | Buy |
18,810
+390
| +2% | +$18.5K | 0.16% | 84 |
|
|
2024
Q2 | $840K | Sell |
18,420
-3,289
| -15% | -$150K | 0.16% | 82 |
|
|
2024
Q1 | $999K | Sell |
21,709
-3,267
| -13% | -$150K | 0.2% | 80 |
|
|
2023
Q4 | $1.16M | Buy |
+24,976
| New | +$1.16M | 0.24% | 75 |
|