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
- $3.37 Billion
- Q2 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 24,081 shares of SCHD stock, worth $2.04 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
24,081
Previous 22,782
5.7%
Holding current value
$2.04 Million
Previous $1.84 Million
1.96%
% of portfolio
0.06%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio