Empirical Finance, LLC Schwab Strategic U.S. Mid Cap Transaction History

Empirical Finance, LLC

$1.7 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 22, 2019	SELL	N/A	-103,475 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	N/A	-34,212 Reduced 24.85%	103,475 $5.99 Million
Q2 2018 Jul 09, 2018	BUY	N/A	137,687 New	137,687 $7.56 Million

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$730 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$277 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$202 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$91.8 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.8 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Finance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Finance, LLC with notifications on news.