Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental Intl Small Transaction History

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

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,140 shares of FNDC stock, worth $307,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,140
Previous 7,684 7.08%
Holding current value
$307,591
Previous $278,000 7.91%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$32.97 - $42.05 $17,935 - $22,875
-544 Reduced 7.08%
7,140 $300,000
Q1 2025

May 08, 2025
SELL
$33.34 - $37.44 $186,270 - $209,177
-5,587 Reduced 42.1%
7,684 $278,000
Q4 2024

Jan 21, 2025
BUY
$33.92 - $38.03 $52,135 - $58,452
1,537 Added 13.1%
13,271 $453,000
Q3 2024

Oct 31, 2024
SELL
$33.85 - $38.5 $100,839 - $114,691
-2,979 Reduced 20.25%
11,734 $447,000
Q2 2024

Aug 09, 2024
BUY
$33.97 - $36.16 $34,445 - $36,666
1,014 Added 7.4%
14,713 $511,000
Q1 2024

May 06, 2024
BUY
$33.21 - $35.58 $106,936 - $114,567
3,220 Added 30.73%
13,699 $485,000
Q4 2023

Feb 06, 2024
BUY
$30.23 - $34.87 $22,128 - $25,524
732 Added 7.51%
10,479 $365,000
Q3 2023

Nov 02, 2023
SELL
$32.07 - $34.74 $151,626 - $164,250
-4,728 Reduced 32.66%
9,747 $313,000
Q2 2023

Aug 11, 2023
BUY
$32.33 - $34.2 $32,911 - $34,815
1,018 Added 7.56%
14,475 $480,000
Q1 2023

May 09, 2023
BUY
$31.23 - $34.09 $29,793 - $32,521
954 Added 7.63%
13,457 $445,000
Q4 2022

Feb 07, 2023
BUY
$26.94 - $32.1 $18,992 - $22,630
705 Added 5.98%
12,503 $390,000
Q3 2022

Nov 02, 2022
SELL
$27.09 - $32.72 $132,307 - $159,804
-4,884 Reduced 29.28%
11,798 $321,000
Q2 2022

Aug 02, 2022
SELL
$30.1 - $35.8 $23,267 - $27,673
-773 Reduced 4.43%
16,682 $507,000
Q1 2022

May 13, 2022
BUY
$33.24 - $38.0 $53,350 - $60,990
1,605 Added 10.13%
17,455 $617,000
Q4 2021

Feb 14, 2022
BUY
$36.2 - $39.91 $137,487 - $151,578
3,798 Added 31.51%
15,850 $593,000
Q3 2021

Nov 02, 2021
BUY
$37.86 - $40.67 $456,288 - $490,154
12,052 New
12,052 $467,000
Q1 2020

May 11, 2020
SELL
$20.56 - $33.46 $146,633 - $238,636
-7,132 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$30.12 - $33.25 $116,955 - $129,109
-3,883 Reduced 35.25%
7,132 $237,000
Q3 2019

Nov 13, 2019
BUY
$30.43 - $31.22 $335,186 - $343,888
11,015 New
11,015 $338,000

Others Institutions Holding FNDC

# of Institutions
266
Shares Held
57.3M
Call Options Held
3.5K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
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