Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental U S Broad M Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.85 Billion
Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 14,580 shares of FNDB stock, worth $337,235. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,580

Previous 16,688 12.63%

Holding current value

$337,235

Previous $388,000 13.66%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$22.52 - $24.48 $47,472 - $51,603	-2,108 Reduced 12.63%	14,580 $335,000
Q4 2024 Jan 21, 2025	BUY	$23.07 - $70.32 $272,295 - $829,986	11,803 Added 241.62%	16,688 $388,000
Q3 2024 Oct 31, 2024	BUY	$64.17 - $70.37 $1,604 - $1,759	25 Added 0.51%	4,885 $343,000
Q2 2024 Aug 09, 2024	SELL	$62.66 - $66.26 $62 - $66	-1 Reduced 0.02%	4,860 $318,000
Q4 2023 Feb 06, 2024	SELL	$52.56 - $61.29 $157 - $183	-3 Reduced 0.06%	4,861 $297,000
Q3 2022 Nov 02, 2022	SELL	$47.13 - $56.11 $30,634 - $36,471	-650 Reduced 11.79%	4,864 $229,000
Q1 2022 May 13, 2022	BUY	$54.81 - $59.23 $35,626 - $38,499	650 Added 13.36%	5,514 $318,000
Q3 2021 Nov 02, 2021	SELL	$52.31 - $55.86 $5,492 - $5,865	-105 Reduced 2.11%	4,864 $261,000
Q4 2020 Feb 12, 2021	BUY	$37.44 - $44.9 $186,039 - $223,108	4,969 New	4,969 $223,000
Q2 2020 Aug 12, 2020	SELL	$29.23 - $39.53 $227,760 - $308,017	-7,792 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$26.6 - $43.02 $26 - $43	1 Added 0.01%	7,792 $239,000
Q4 2019 Feb 13, 2020	BUY	$37.81 - $42.27 $3,970 - $4,438	105 Added 1.37%	7,791 $328,000
Q3 2019 Nov 13, 2019	SELL	$38.93 - $39.77 $38,735 - $39,571	-995 Reduced 11.46%	7,686 $301,000
Q2 2019 Aug 12, 2019	BUY	N/A	8,681 New	8,681 $336,000

Others Institutions Holding FNDB

# of Institutions

165

Shares Held

12.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental U S Broad M Transaction History