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

  • $3.85 Billion
  • Q1 2025

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 430,514 shares of SCHA stock, worth $10.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
430,514
Previous 402,867 6.86%
Holding current value
$10.4 Million
Previous $10.4 Million 3.19%
% of portfolio
0.26%
Previous 0.29%

Shares

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

May 08, 2025
BUY
$23.16 - $27.04 $640,304 - $747,574
27,647 Added 6.86%
430,514 $10.1 Million
Q4 2024

Jan 21, 2025
BUY
$25.33 - $51.16 $5.01 Million - $10.1 Million
197,949 Added 96.6%
402,867 $10.4 Million
Q3 2024

Oct 31, 2024
BUY
$46.9 - $51.96 $44,039 - $48,790
939 Added 0.46%
204,918 $10.6 Million
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $29,722 - $32,219
-657 Reduced 0.32%
203,979 $9.68 Million
Q1 2024

May 06, 2024
SELL
$44.84 - $49.24 $168,015 - $184,502
-3,747 Reduced 1.8%
204,636 $10.1 Million
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $180,393 - $227,182
-4,731 Reduced 2.22%
208,383 $9.84 Million
Q3 2023

Nov 02, 2023
BUY
$40.85 - $46.1 $27,655 - $31,209
677 Added 0.32%
213,114 $8.83 Million
Q2 2023

Aug 11, 2023
BUY
$39.91 - $43.82 $496,839 - $545,515
12,449 Added 6.22%
212,437 $9.3 Million
Q1 2023

May 09, 2023
BUY
$39.82 - $46.36 $181,857 - $211,726
4,567 Added 2.34%
199,988 $8.39 Million
Q4 2022

Feb 07, 2023
SELL
$38.25 - $43.54 $43,375 - $49,374
-1,134 Reduced 0.58%
195,421 $7.92 Million
Q3 2022

Nov 02, 2022
BUY
$37.65 - $45.9 $84,185 - $102,632
2,236 Added 1.15%
196,555 $7.43 Million
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $320,616 - $406,356
8,464 Added 4.55%
194,319 $7.58 Million
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $4.39 Million - $5.11 Million
98,849 Added 113.61%
185,855 $8.8 Million
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $18,775 - $21,257
386 Added 0.45%
87,006 $8.91 Million
Q3 2021

Nov 02, 2021
SELL
$48.3 - $52.49 $133,839 - $145,449
-2,771 Reduced 3.1%
86,620 $8.67 Million
Q2 2021

Aug 12, 2021
BUY
$48.39 - $52.91 $3.09 Million - $3.38 Million
63,929 Added 251.08%
89,391 $9.31 Million
Q1 2021

May 17, 2021
SELL
$43.89 - $52.63 $2.92 Million - $3.51 Million
-66,620 Reduced 72.35%
25,462 $2.54 Million
Q4 2020

Feb 12, 2021
SELL
$34.66 - $45.17 $58,540 - $76,292
-1,689 Reduced 1.8%
92,082 $8.2 Million
Q3 2020

Nov 12, 2020
BUY
$32.09 - $36.38 $75,186 - $85,238
2,343 Added 2.56%
93,771 $6.41 Million
Q2 2020

Aug 12, 2020
BUY
$23.59 - $35.22 $1.54 Million - $2.3 Million
65,330 Added 250.33%
91,428 $5.97 Million
Q1 2020

May 11, 2020
BUY
$22.29 - $38.7 $235,270 - $408,478
10,555 Added 67.91%
26,098 $1.35 Million
Q4 2019

Feb 13, 2020
SELL
$33.63 - $38.03 $164,148 - $185,624
-4,881 Reduced 23.9%
15,543 $1.18 Million
Q3 2019

Nov 13, 2019
BUY
$34.78 - $36.12 $338,618 - $351,664
9,736 Added 91.09%
20,424 $1.42 Million
Q2 2019

Aug 12, 2019
BUY
N/A
1,275 Added 13.55%
10,688 $764,000
Q1 2019

May 13, 2019
SELL
N/A
-672 Reduced 6.66%
9,413 $658,000
Q4 2018

Feb 13, 2019
SELL
N/A
-274 Reduced 2.65%
10,085 $612,000
Q3 2018

Nov 13, 2018
BUY
N/A
4,187 Added 67.84%
10,359 $789,000
Q2 2018

Aug 13, 2018
BUY
N/A
2,353 Added 61.61%
6,172 $454,000
Q1 2018

May 14, 2018
BUY
N/A
3,819 New
3,819 $264,000

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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