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Disclosery

Embree Financial Group: SCHV position timeline

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

Embree Financial Group held 95,558 SCHV 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 95,558 shares
    Change vs previous 13F -59,788 shares

    0.33% of the 13F portfolio, value $3,326,375.

    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 155,346 shares
    Change vs previous 13F -5,168 shares

    0.56% of the 13F portfolio, value $4,738,042.

    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 160,514 shares
    Change vs previous 13F -5,235 shares

    0.58% of the 13F portfolio, value $4,752,826.

    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 165,749 shares
    Change vs previous 13F -844 shares

    0.65% of the 13F portfolio, value $4,824,958.

    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 166,593 shares
    Change vs previous 13F -809 shares

    0.69% of the 13F portfolio, value $4,609,630.

    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 167,402 shares
    Change vs previous 13F +1,786 shares

    0.75% of the 13F portfolio, value $4,449,533.

    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 165,616 shares
    Change vs previous 13F +109,677 shares

    0.74% of the 13F portfolio, value $4,317,619.

    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 55,939 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,495,783.

    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).