Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental U S Large C 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 Large C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 101,889 shares of FNDX stock, worth $2.52 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
101,889
Previous 97,529 4.47%
Holding current value
$2.52 Million
Previous $2.31 Million 4.16%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 08, 2025
BUY
$23.03 - $25.01 $100,410 - $109,043
4,360 Added 4.47%
101,889 $2.41 Million
Q4 2024

Jan 21, 2025
BUY
$23.49 - $71.77 $1.58 Million - $4.81 Million
67,084 Added 220.34%
97,529 $2.31 Million
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $33,725 - $37,028
516 Added 1.72%
30,445 $2.18 Million
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $56,269 - $59,511
-881 Reduced 2.86%
29,929 $2 Million
Q1 2024

May 06, 2024
BUY
$60.89 - $67.39 $99,494 - $110,115
1,634 Added 5.6%
30,810 $2.08 Million
Q4 2023

Feb 06, 2024
SELL
$53.46 - $62.11 $87,407 - $101,549
-1,635 Reduced 5.31%
29,176 $1.81 Million
Q3 2023

Nov 02, 2023
SELL
$55.81 - $59.78 $360,030 - $385,640
-6,451 Reduced 17.31%
30,811 $1.72 Million
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $194,093 - $207,575
3,605 Added 10.71%
37,262 $2.15 Million
Q1 2023

May 09, 2023
BUY
$52.49 - $57.54 $216,941 - $237,812
4,133 Added 14.0%
33,657 $1.85 Million
Q4 2022

Feb 07, 2023
BUY
$48.43 - $56.6 $235,466 - $275,189
4,862 Added 19.71%
29,524 $1.58 Million
Q3 2022

Nov 02, 2022
SELL
$47.76 - $56.79 $474,591 - $564,322
-9,937 Reduced 28.72%
24,662 $1.18 Million
Q2 2022

Aug 02, 2022
SELL
$49.93 - $59.29 $66,756 - $79,270
-1,337 Reduced 3.72%
34,599 $1.76 Million
Q1 2022

May 13, 2022
BUY
$55.41 - $59.9 $753,021 - $814,041
13,590 Added 60.82%
35,936 $2.1 Million
Q4 2021

Feb 14, 2022
BUY
$54.44 - $58.74 $131,799 - $142,209
2,421 Added 12.15%
22,346 $1.31 Million
Q3 2021

Nov 02, 2021
BUY
$52.82 - $56.3 $463,442 - $493,976
8,774 Added 78.68%
19,925 $1.08 Million
Q2 2021

Aug 12, 2021
BUY
$52.09 - $56.08 $174,449 - $187,811
3,349 Added 42.92%
11,151 $610,000
Q1 2021

May 17, 2021
BUY
$44.75 - $52.45 $103,730 - $121,579
2,318 Added 42.27%
7,802 $403,000
Q4 2020

Feb 12, 2021
SELL
$37.99 - $45.31 $16,259 - $19,392
-428 Reduced 7.24%
5,484 $248,000
Q3 2020

Nov 12, 2020
SELL
$36.46 - $41.42 $88,670 - $100,733
-2,432 Reduced 29.15%
5,912 $229,000
Q2 2020

Aug 12, 2020
BUY
$29.92 - $40.24 $25,162 - $33,841
841 Added 11.21%
8,344 $307,000
Q1 2020

May 11, 2020
SELL
$27.15 - $43.59 $118,781 - $190,706
-4,375 Reduced 36.83%
7,503 $235,000
Q4 2019

Feb 13, 2020
SELL
$38.15 - $42.78 $312,067 - $349,940
-8,180 Reduced 40.78%
11,878 $507,000
Q3 2019

Nov 13, 2019
BUY
$39.35 - $40.14 $405,265 - $413,401
10,299 Added 105.53%
20,058 $793,000
Q2 2019

Aug 12, 2019
BUY
N/A
363 Added 3.86%
9,759 $382,000
Q1 2019

May 13, 2019
BUY
N/A
2,151 Added 29.69%
9,396 $357,000
Q4 2018

Feb 13, 2019
SELL
N/A
-2,332 Reduced 24.35%
7,245 $246,000
Q3 2018

Nov 13, 2018
SELL
N/A
-6,016 Reduced 38.58%
9,577 $380,000
Q2 2018

Aug 13, 2018
BUY
N/A
7,390 Added 90.09%
15,593 $582,000
Q1 2018

May 14, 2018
BUY
N/A
8,203 New
8,203 $298,000

Others Institutions Holding FNDX

# of Institutions
694
Shares Held
591M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email