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Disclosery

Embree Financial Group: SCHW position timeline

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

Embree Financial Group held 17,124 SCHW 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 17,124 shares
    Change vs previous 13F -70 shares

    0.16% of the 13F portfolio, value $1,580,014.

    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 17,194 shares
    Change vs previous 13F +60 shares

    0.19% of the 13F portfolio, value $1,615,870.

    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 17,134 shares
    Change vs previous 13F +455 shares

    0.21% of the 13F portfolio, value $1,711,809.

    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 16,679 shares
    Change vs previous 13F +157 shares

    0.21% of the 13F portfolio, value $1,592,367.

    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 16,522 shares
    Change vs previous 13F +270 shares

    0.23% of the 13F portfolio, value $1,507,501.

    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 16,252 shares
    Change vs previous 13F +215 shares

    0.21% of the 13F portfolio, value $1,272,178.

    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 16,037 shares
    Change vs previous 13F -724 shares

    0.2% of the 13F portfolio, value $1,186,869.

    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 16,761 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,086,304.

    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).