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Disclosery

Embree Financial Group: SCHG position timeline

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

Embree Financial Group held 110,865 SCHG 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 110,865 shares
    Change vs previous 13F -26,344 shares

    0.38% of the 13F portfolio, value $3,751,671.

    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 137,209 shares
    Change vs previous 13F -291 shares

    0.47% of the 13F portfolio, value $3,996,906.

    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 137,500 shares
    Change vs previous 13F -3,383 shares

    0.55% of the 13F portfolio, value $4,485,252.

    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 140,883 shares
    Change vs previous 13F -1,650 shares

    0.6% of the 13F portfolio, value $4,495,584.

    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 142,533 shares
    Change vs previous 13F -3,640 shares

    0.63% of the 13F portfolio, value $4,163,378.

    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 146,173 shares
    Change vs previous 13F -1,871 shares

    0.61% of the 13F portfolio, value $3,660,177.

    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 148,044 shares
    Change vs previous 13F +111,732 shares

    0.7% of the 13F portfolio, value $4,125,986.

    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 36,312 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,782,991.

    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).