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Disclosery

Embree Financial Group: SCHX position timeline

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

Embree Financial Group held 1,076,820 SCHX 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 1,076,820 shares
    Change vs previous 13F -185,361 shares

    3.17% of the 13F portfolio, value $31,690,807.

    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 1,262,181 shares
    Change vs previous 13F -166,101 shares

    3.81% of the 13F portfolio, value $32,362,317.

    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 1,428,282 shares
    Change vs previous 13F -171,191 shares

    4.73% of the 13F portfolio, value $38,435,073.

    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 1,599,473 shares
    Change vs previous 13F -146,538 shares

    5.65% of the 13F portfolio, value $42,130,119.

    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 1,746,011 shares
    Change vs previous 13F -65,792 shares

    6.43% of the 13F portfolio, value $42,672,513.

    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 1,811,803 shares
    Change vs previous 13F +38,172 shares

    6.7% of the 13F portfolio, value $40,004,607.

    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 1,773,631 shares
    Change vs previous 13F +1,191,291 shares

    7.02% of the 13F portfolio, value $41,112,769.

    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 582,340 shares
    Change vs previous 13F not available

    7.04% of the 13F portfolio, value $39,511,770.

    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).