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Disclosery

Embree Financial Group: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Embree Financial Group on SCHB, newest first. How the timeline and the estimate are built.

Embree Financial Group held 231,052 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,052 shares
    Change vs previous 13F -68,065 shares

    0.67% of the 13F portfolio, value $6,691,255.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 299,117 shares
    Change vs previous 13F -7,445 shares

    0.88% of the 13F portfolio, value $7,507,833.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 306,562 shares
    Change vs previous 13F -15,447 shares

    0.99% of the 13F portfolio, value $8,041,109.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 322,009 shares
    Change vs previous 13F -23,520 shares

    1.11% of the 13F portfolio, value $8,278,852.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 345,529 shares
    Change vs previous 13F -5,039 shares

    1.24% of the 13F portfolio, value $8,233,963.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 350,568 shares
    Change vs previous 13F -8,526 shares

    1.26% of the 13F portfolio, value $7,547,721.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 359,094 shares
    Change vs previous 13F +228,967 shares

    1.39% of the 13F portfolio, value $8,151,445.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 130,127 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $8,656,078.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).