Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 490,369 shares of SCHE stock, worth $13.3 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
490,369
Previous 440,637
11.29%
Holding current value
$13.3 Million
Previous $10.9 Million
13.35%
% of portfolio
0.37%
Previous 0.36%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio