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Disclosery

Embree Financial Group: SCHD position timeline

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

Embree Financial Group held 34,823 SCHD 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 34,823 shares
    Change vs previous 13F -28,048 shares

    0.11% of the 13F portfolio, value $1,104,234.

    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 62,871 shares
    Change vs previous 13F +1,392 shares

    0.23% of the 13F portfolio, value $1,928,872.

    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 61,479 shares
    Change vs previous 13F -39 shares

    0.21% of the 13F portfolio, value $1,686,372.

    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 61,518 shares
    Change vs previous 13F -4,430 shares

    0.23% of the 13F portfolio, value $1,679,448.

    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 65,948 shares
    Change vs previous 13F +875 shares

    0.26% of the 13F portfolio, value $1,747,615.

    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 65,073 shares
    Change vs previous 13F +3,168 shares

    0.3% of the 13F portfolio, value $1,819,449.

    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 61,905 shares
    Change vs previous 13F +41,129 shares

    0.29% of the 13F portfolio, value $1,691,248.

    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 20,776 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,756,201.

    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).