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
- $3.65 Billion
- Q4 2024
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 69,458 shares of SCHD stock, worth $1.92 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
69,458
Previous 21,874
217.54%
Holding current value
$1.92 Million
Previous $1.85 Million
2.6%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio