Embree Financial Group »

Schwab Strategic Tr cmn shares owned by Embree Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Embree Financial Group from 13F filings

Historical chart of Embree Financial Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 54k 75.98
2023-12-31 $3.8M 54k 70.10

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 Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn