Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Intl Small Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 698,854 shares of SCHC stock, worth $31.9 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
698,854
Previous 641,899
8.87%
Holding current value
$31.9 Million
Previous $23 Million
29.23%
% of portfolio
0.68%
Previous 0.6%
Shares
33 transactions
Others Institutions Holding SCHC
# of Institutions
496Shares Held
76.3MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio