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

  • $3.55 Billion
  • Q3 2024

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 559,918 shares of SCHC stock, worth $19.2 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
559,918
Previous 543,525 3.02%
Holding current value
$19.2 Million
Previous $19.3 Million 11.56%
% of portfolio
0.61%
Previous 0.57%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$34.48 - $38.87 $565,230 - $637,195
16,393 Added 3.02%
559,918 $21.6 Million
Q2 2024

Aug 09, 2024
BUY
$34.12 - $36.71 $504,430 - $542,720
14,784 Added 2.8%
543,525 $19.3 Million
Q1 2024

May 06, 2024
BUY
$33.2 - $35.86 $1.25 Million - $1.35 Million
37,628 Added 7.66%
528,741 $18.9 Million
Q4 2023

Feb 06, 2024
BUY
$30.0 - $35.05 $2.83 Million - $3.3 Million
94,273 Added 23.76%
491,113 $17.1 Million
Q3 2023

Nov 02, 2023
BUY
$32.0 - $35.51 $2.53 Million - $2.8 Million
78,916 Added 24.82%
396,840 $12.8 Million
Q2 2023

Aug 11, 2023
BUY
$32.67 - $34.58 $4.22 Million - $4.46 Million
129,044 Added 68.32%
317,924 $10.7 Million
Q1 2023

May 09, 2023
SELL
$31.54 - $34.93 $22,393 - $24,800
-710 Reduced 0.37%
188,880 $6.37 Million
Q4 2022

Feb 07, 2023
BUY
$27.31 - $32.98 $379,909 - $458,784
13,911 Added 7.92%
189,590 $5.97 Million
Q3 2022

Nov 02, 2022
BUY
$27.46 - $34.27 $262,764 - $327,929
9,569 Added 5.76%
175,679 $4.88 Million
Q2 2022

Aug 02, 2022
BUY
$31.0 - $38.49 $401,760 - $498,830
12,960 Added 8.46%
166,110 $5.19 Million
Q1 2022

May 13, 2022
BUY
$34.89 - $41.24 $1.23 Million - $1.45 Million
35,137 Added 29.77%
153,150 $5.82 Million
Q4 2021

Feb 14, 2022
BUY
$39.06 - $43.63 $516,920 - $577,399
13,234 Added 12.63%
118,013 $4.83 Million
Q3 2021

Nov 02, 2021
BUY
$40.41 - $44.08 $83,567 - $91,157
2,068 Added 2.01%
104,779 $4.35 Million
Q2 2021

Aug 12, 2021
BUY
$40.16 - $43.04 $56,344 - $60,385
1,403 Added 1.38%
102,711 $4.27 Million
Q1 2021

May 17, 2021
SELL
$37.4 - $40.42 $64,889 - $70,128
-1,735 Reduced 1.68%
101,308 $3.99 Million
Q4 2020

Feb 12, 2021
SELL
$31.39 - $37.85 $250,366 - $301,891
-7,976 Reduced 7.18%
103,043 $3.88 Million
Q3 2020

Nov 12, 2020
SELL
$29.72 - $33.44 $173,653 - $195,389
-5,843 Reduced 5.0%
111,019 $3.61 Million
Q2 2020

Aug 12, 2020
SELL
$23.02 - $31.17 $215,098 - $291,252
-9,344 Reduced 7.4%
116,862 $3.46 Million
Q1 2020

May 11, 2020
SELL
$20.7 - $34.9 $2 Million - $3.37 Million
-96,576 Reduced 43.35%
126,206 $3.08 Million
Q4 2019

Feb 13, 2020
SELL
$31.2 - $34.65 $134,846 - $149,757
-4,322 Reduced 1.9%
222,782 $7.72 Million
Q3 2019

Nov 13, 2019
SELL
$31.72 - $32.37 $353,868 - $361,119
-11,156 Reduced 4.68%
227,104 $7.22 Million
Q2 2019

Aug 12, 2019
BUY
N/A
290 Added 0.12%
238,260 $7.78 Million
Q1 2019

May 13, 2019
BUY
N/A
38,801 Added 19.48%
237,970 $7.68 Million
Q4 2018

Feb 13, 2019
BUY
N/A
168,629 Added 552.16%
199,169 $5.8 Million
Q3 2018

Nov 13, 2018
BUY
N/A
6,462 Added 26.84%
30,540 $1.09 Million
Q2 2018

Aug 13, 2018
BUY
N/A
3,579 Added 17.46%
24,078 $868,000
Q1 2018

May 14, 2018
BUY
N/A
3,676 Added 21.85%
20,499 $748,000
Q1 2018

May 14, 2018
SELL
N/A
-1,982 Reduced 10.54%
16,823 $748,000
Q4 2017

Feb 12, 2018
BUY
N/A
2,370 Added 14.42%
18,805 $689,000
Q2 2017

Aug 10, 2017
BUY
N/A
16,435
16,435 $553,000

Others Institutions Holding SCHC

# of Institutions
423
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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