Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 69,359 shares of SCHD stock, worth $1.82 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
69,359
Previous 69,458 0.14%
Holding current value
$1.82 Million
Previous $1.9 Million 2.21%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 08, 2025
SELL
$27.01 - $28.54 $2,673 - $2,825
-99 Reduced 0.14%
69,359 $1.94 Million
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $1.28 Million - $4.04 Million
47,584 Added 217.54%
69,458 $1.9 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $169,983 - $187,727
-2,207 Reduced 9.16%
21,874 $1.85 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $98,477 - $104,114
1,299 Added 5.7%
24,081 $1.87 Million
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $115,809 - $124,089
1,539 Added 7.24%
22,782 $1.84 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $87,839 - $100,208
1,313 Added 6.59%
21,243 $1.62 Million
Q3 2023

Nov 02, 2023
BUY
$70.63 - $75.66 $24,367 - $26,102
345 Added 1.76%
19,930 $1.41 Million
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $374,402 - $400,163
-5,412 Reduced 21.65%
19,585 $1.42 Million
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $172,115 - $191,095
2,449 Added 10.86%
24,997 $1.83 Million
Q4 2022

Feb 07, 2023
SELL
$67.16 - $79.06 $17,595 - $20,713
-262 Reduced 1.15%
22,548 $1.7 Million
Q3 2022

Nov 02, 2022
BUY
$66.43 - $77.87 $58,591 - $68,681
882 Added 4.02%
22,810 $1.52 Million
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $126,839 - $144,752
1,804 Added 8.96%
21,928 $1.57 Million
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $613,442 - $668,958
8,164 Added 68.26%
20,124 $1.59 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $245,395 - $264,816
3,275 Added 37.71%
11,960 $967,000
Q3 2021

Nov 02, 2021
BUY
$74.23 - $78.13 $207,175 - $218,060
2,791 Added 47.35%
8,685 $645,000
Q2 2021

Aug 12, 2021
BUY
$73.32 - $77.65 $3,665 - $3,882
50 Added 0.86%
5,894 $446,000
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $369,516 - $430,527
5,844 New
5,844 $426,000
Q4 2020

Feb 12, 2021
SELL
$54.8 - $65.16 $456,593 - $542,913
-8,332 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$50.37 - $58.54 $85,226 - $99,049
-1,692 Reduced 16.88%
8,332 $461,000
Q2 2020

Aug 12, 2020
SELL
$43.56 - $56.5 $70,131 - $90,965
-1,610 Reduced 13.84%
10,024 $519,000
Q1 2020

May 11, 2020
BUY
$39.5 - $59.28 $187,230 - $280,987
4,740 Added 68.76%
11,634 $523,000
Q4 2019

Feb 13, 2020
SELL
$52.87 - $58.15 $127,416 - $140,141
-2,410 Reduced 25.9%
6,894 $399,000
Q3 2019

Nov 13, 2019
BUY
$54.39 - $55.76 $11,204 - $11,486
206 Added 2.26%
9,304 $510,000
Q2 2019

Aug 12, 2019
BUY
N/A
4,165 Added 84.43%
9,098 $483,000
Q1 2019

May 13, 2019
BUY
N/A
4,933 New
4,933 $258,000
Q2 2018

Aug 13, 2018
SELL
N/A
-5,736 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
80 Added 1.41%
5,736 $281,000
Q1 2018

May 14, 2018
BUY
N/A
28 Added 0.5%
5,656 $281,000
Q4 2017

Feb 12, 2018
BUY
N/A
307 Added 5.77%
5,628 $288,000
Q3 2017

Nov 13, 2017
BUY
N/A
274 Added 5.43%
5,321 $249,000
Q2 2017

Aug 10, 2017
BUY
N/A
5,047
5,047 $228,000

Others Institutions Holding SCHD

# of Institutions
1,997
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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