Embree Financial Group SCHX Holdings History
Embree Financial Group's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Embree Financial Group held 1.81 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $40.00 Mil. This investment constitutes 6.7% of their stock portfolio, and Embree Financial Group now holds 0.08% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Embree Financial Group has made 5 purchases of SCHX, at an average price of $31.74, for a total of 1.81 Mil shares. Based on historical transaction data and SCHX's current price of $24.70, Embree Financial Group's estimated gain on his SCHX holdings is $-12.75 Mil, reflecting a -22.18% gain to date.
Embree Financial Group SCHX ($24.70) Holding Chart
Embree Financial Group SCHX ($24.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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