Empirical Asset Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Empirical Asset Management, LLC holds 17,423 shares of SCHX stock, worth $413,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,423

Previous 5,861 197.27%

Holding current value

$413,796

Previous $397,000 1.51%

% of portfolio

0.01%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $258,988 - $789,453	11,562 Added 197.27%	17,423 $403,000
Q3 2024 Oct 11, 2024	SELL	$61.11 - $67.85 $2,138 - $2,374	-35 Reduced 0.59%	5,861 $397,000
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $23,890 - $26,365	-407 Reduced 6.46%	5,896 $378,000
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $44,383 - $49,726	801 Added 14.56%	6,303 $391,000
Q4 2023 Jan 12, 2024	SELL	$48.47 - $56.6 $823 - $962	-17 Reduced 0.31%	5,502 $310,000
Q3 2023 Nov 01, 2023	BUY	$50.36 - $54.21 $49,201 - $52,963	977 Added 21.51%	5,519 $279,000
Q2 2023 Aug 01, 2023	SELL	$47.67 - $52.37 $905 - $995	-19 Reduced 0.42%	4,542 $237,000
Q1 2023 Apr 18, 2023	BUY	$44.78 - $49.41 $223 - $247	5 Added 0.11%	4,561 $220,000
Q4 2022 Jan 31, 2023	BUY	$42.25 - $48.16 $192,491 - $219,416	4,556 New	4,556 $205,000
Q1 2022 May 06, 2022	BUY	$49.51 - $57.27 $113,922 - $131,778	2,301 Added 100.0%	4,602 $248,000
Q4 2021 May 06, 2022	BUY	$51.9 - $57.29 $119,421 - $131,824	2,301 New	2,301 $262,000

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Empirical Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History