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

Empirical Asset Management, LLC

  • $293 Billion
  • Q1 2025

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 17,418 shares of SCHX stock, worth $439,630. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,418
Previous 17,423 0.03%
Holding current value
$439,630
Previous $403,000 95331.27%
% of portfolio
0.13%
Previous 0.01%

Shares

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

May 12, 2025
SELL
$21.75 - $24.28 $108 - $121
-5 Reduced 0.03%
17,418 $385 Million
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
1,530
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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