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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

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All positions including Schwab Strategic Tr cmn held by Embree Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 56k 80.37
2024-06-30 $4.0M 55k 74.08
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)
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Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Cme (CME)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Embree Financial Group

Top funds holding Schwab Strategic Tr cmn

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

View all funds holding Schwab Strategic Tr cmn