Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Broad M Transaction History

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

  • $3.37 Billion
  • Q2 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 30,694 shares of SCHB stock, worth $2.04 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,694
Previous 33,178 7.49%
Holding current value
$2.04 Million
Previous $2.03 Million 4.74%
% of portfolio
0.06%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $143,003 - $157,237
-2,484 Reduced 7.49%
30,694 $1.93 Million
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $131,664 - $147,191
-2,411 Reduced 6.77%
33,178 $2.03 Million
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $107,979 - $126,803
-2,268 Reduced 5.99%
35,589 $1.98 Million
Q3 2023

Nov 02, 2023
SELL
$49.59 - $53.57 $387,694 - $418,810
-7,818 Reduced 17.12%
37,857 $1.89 Million
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $296,039 - $325,089
6,288 Added 15.96%
45,675 $2.36 Million
Q1 2023

May 09, 2023
SELL
$44.47 - $49.23 $34,152 - $37,808
-768 Reduced 1.91%
39,387 $1.88 Million
Q4 2022

Feb 07, 2023
SELL
$41.94 - $47.81 $89,122 - $101,596
-2,125 Reduced 5.03%
40,155 $1.8 Million
Q3 2022

Nov 02, 2022
SELL
$41.99 - $50.63 $78,647 - $94,829
-1,873 Reduced 4.24%
42,280 $1.78 Million
Q2 2022

Aug 02, 2022
BUY
$42.93 - $53.98 $323,692 - $407,009
7,540 Added 20.59%
44,153 $1.95 Million
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $869,414 - $1.01 Million
17,689 Added 93.47%
36,613 $1.96 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $74,589 - $81,764
1,438 Added 8.22%
18,924 $2.14 Million
Q3 2021

Nov 02, 2021
SELL
$51.32 - $54.83 $49,421 - $52,801
-963 Reduced 5.22%
17,486 $1.82 Million
Q2 2021

Aug 12, 2021
BUY
$48.92 - $52.14 $54,741 - $58,344
1,119 Added 6.46%
18,449 $1.92 Million
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $45,338 - $49,298
1,010 Added 6.19%
17,330 $1.68 Million
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $507 - $591
13 Added 0.08%
16,320 $1.49 Million
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $47,418 - $54,595
1,284 Added 8.55%
16,307 $1.3 Million
Q2 2020

Aug 12, 2020
SELL
$28.84 - $38.49 $47,066 - $62,815
-1,632 Reduced 9.8%
15,023 $1.1 Million
Q1 2020

May 11, 2020
BUY
$26.18 - $40.44 $22,698 - $35,061
867 Added 5.49%
16,655 $1.01 Million
Q4 2019

Feb 13, 2020
SELL
$34.47 - $38.58 $43,087 - $48,225
-1,250 Reduced 7.34%
15,788 $1.21 Million
Q3 2019

Nov 13, 2019
SELL
$35.32 - $36.13 $26,066 - $26,663
-738 Reduced 4.15%
17,038 $1.21 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,119 Added 13.53%
17,776 $1.25 Million
Q1 2019

May 13, 2019
SELL
N/A
-1,567 Reduced 9.1%
15,657 $1.07 Million
Q4 2018

Feb 13, 2019
BUY
N/A
13,933 Added 423.37%
17,224 $1.03 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-1,170 Reduced 26.23%
3,291 $232,000
Q2 2018

Aug 13, 2018
BUY
N/A
1,176 Added 35.8%
4,461 $294,000
Q1 2018

May 14, 2018
BUY
N/A
1,358 Added 70.47%
3,285 $210,000
Q1 2018

May 14, 2018
SELL
N/A
-1,353 Reduced 41.25%
1,927 $210,000
Q4 2017

Feb 12, 2018
SELL
N/A
-54 Reduced 1.62%
3,280 $212,000
Q3 2017

Nov 13, 2017
BUY
N/A
3,334
3,334 $203,000

Others Institutions Holding SCHB

# of Institutions
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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