Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Small C Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 204,636 shares of SCHA stock, worth $9.61 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
204,636
Previous 208,383
1.8%
Holding current value
$9.61 Million
Previous $9.84 Million
2.36%
% of portfolio
0.3%
Previous 0.33%
Shares
25 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.59 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$553 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$494 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$404 Million0.1% of portfolio