Embree Financial Group »

Schwab U S Small Cap ETF shares owned by Embree Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Embree Financial Group from 13F filings

Historical chart of Embree Financial Group investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Embree Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 78k 49.24
2023-12-31 $3.7M 78k 47.24

More positions owned by Embree Financial Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Cme (CME)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Embree Financial Group

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF