Schwab Strategic Tr shares owned by Embree Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Embree Financial Group
from 13F filings
Historical chart of Embree Financial Group investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr 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 by Embree Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 47k | 27.94 |
| 2025-06-30 | $1.2M | 46k | 27.35 |
| 2025-03-31 | $1.2M | 46k | 25.38 |
| 2024-12-31 | $1.1M | 47k | 23.12 |
| 2024-09-30 | $1.5M | 56k | 26.17 |
| 2024-06-30 | $1.3M | 55k | 23.57 |
| 2024-03-31 | $1.3M | 55k | 24.26 |
| 2023-12-31 | $1.3M | 54k | 24.59 |