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Disclosery

Embree Financial Group: SCHZ position timeline

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

Embree Financial Group held 10,645 SCHZ 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 10,645 shares
    Change vs previous 13F -3,516 shares

    0.02% of the 13F portfolio, value $246,218.

    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 14,161 shares
    Change vs previous 13F -3,451 shares

    0.04% of the 13F portfolio, value $328,813.

    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 17,612 shares
    Change vs previous 13F -6,206 shares

    0.05% of the 13F portfolio, value $411,587.

    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 23,818 shares
    Change vs previous 13F -411 shares

    0.07% of the 13F portfolio, value $559,014.

    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 24,229 shares
    Change vs previous 13F -1,187 shares

    0.08% of the 13F portfolio, value $563,093.

    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 25,416 shares
    Change vs previous 13F -2,698 shares

    0.1% of the 13F portfolio, value $588,624.

    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 28,114 shares
    Change vs previous 13F +9,304 shares

    0.11% of the 13F portfolio, value $638,189.

    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 18,810 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $893,851.

    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).