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Charles Schwab Corporation shares owned by Embree Financial Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Embree Financial Group from 13F filings

Historical chart of Embree Financial Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 17k 72.34
2023-12-31 $1.1M 17k 68.80

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 Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Harris Associates L.P
Bank of America Corporation
Franklin Resources
Fisher Investments
Alliancebernstein
Flossbach Von Storch
Northern Trust

View all funds holding Charles Schwab Corporation