Empire Financial Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History

Empire Financial Management Company, LLC

  • $324 Billion
  • Q1 2025

A detailed history of Empire Financial Management Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 10,623 shares of SCHD stock, worth $285,546. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,623
Previous 9,354 13.57%
Holding current value
$285,546
Previous $256 Million 16.23%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $34,275 - $36,217
1,269 Added 13.57%
10,623 $297 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $178,599 - $563,388
6,632 Added 243.64%
9,354 $256 Million
Q3 2024

Nov 18, 2024
SELL
$77.02 - $85.06 $5,391 - $5,954
-70 Reduced 2.51%
2,722 $230 Million
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $211,661 - $223,778
2,792 New
2,792 $217 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
896M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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