Empirical Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Empirical Asset Management, LLC
- $3.46 Billion
- Q4 2024
A detailed history of Empirical Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Empirical Asset Management, LLC holds 10,640 shares of SCHB stock, worth $250,465. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,640
Previous 3,521
202.19%
Holding current value
$250,465
Previous $234,000
2.99%
% of portfolio
0.01%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,186Shares Held
210MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$485 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Summit Financial Strategies, Inc.4.05MShares$95.4 Million11.0% of portfolio