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

  • $3.65 Billion
  • Q4 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 402,867 shares of SCHA stock, worth $9.72 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
402,867
Previous 204,918 96.6%
Holding current value
$9.72 Million
Previous $10.6 Million 1.28%
% of portfolio
0.29%
Previous 0.3%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,252
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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