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

  • $3.65 Billion
  • Q4 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 588,477 shares of SCHE stock, worth $15.8 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
588,477
Previous 563,307 4.47%
Holding current value
$15.8 Million
Previous $16.4 Million 4.66%
% of portfolio
0.43%
Previous 0.46%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$26.63 - $30.23 $670,277 - $760,889
25,170 Added 4.47%
588,477 $15.7 Million
Q3 2024

Oct 31, 2024
BUY
$25.45 - $29.53 $1.07 Million - $1.25 Million
42,214 Added 8.1%
563,307 $16.4 Million
Q2 2024

Aug 09, 2024
BUY
$24.67 - $27.2 $757,961 - $835,692
30,724 Added 6.27%
521,093 $13.8 Million
Q1 2024

May 06, 2024
BUY
$23.47 - $25.45 $1.17 Million - $1.27 Million
49,732 Added 11.29%
490,369 $12.4 Million
Q4 2023

Feb 06, 2024
BUY
$23.04 - $24.89 $1.72 Million - $1.85 Million
74,452 Added 20.33%
440,637 $10.9 Million
Q3 2023

Nov 02, 2023
BUY
$23.83 - $26.11 $806,264 - $883,405
33,834 Added 10.18%
366,185 $8.77 Million
Q2 2023

Aug 11, 2023
BUY
$23.66 - $25.54 $1.06 Million - $1.15 Million
44,939 Added 15.64%
332,351 $8.19 Million
Q1 2023

May 09, 2023
SELL
$23.32 - $26.39 $72,758 - $82,336
-3,120 Reduced 1.07%
287,412 $7.05 Million
Q4 2022

Feb 07, 2023
SELL
$21.59 - $24.95 $327,347 - $378,291
-15,162 Reduced 4.96%
290,532 $6.88 Million
Q3 2022

Nov 02, 2022
BUY
$22.4 - $25.83 $325,472 - $375,309
14,530 Added 4.99%
305,694 $6.85 Million
Q2 2022

Aug 02, 2022
BUY
$24.51 - $28.87 $260,810 - $307,205
10,641 Added 3.79%
291,164 $7.39 Million
Q1 2022

May 13, 2022
BUY
$25.61 - $30.82 $1.03 Million - $1.25 Million
40,402 Added 16.83%
280,523 $7.79 Million
Q4 2021

Feb 14, 2022
SELL
$28.68 - $31.96 $220,233 - $245,420
-7,679 Reduced 3.1%
240,121 $7.11 Million
Q3 2021

Nov 02, 2021
BUY
$29.81 - $32.7 $617,633 - $677,511
20,719 Added 9.12%
247,800 $7.55 Million
Q2 2021

Aug 12, 2021
BUY
$31.06 - $33.61 $754,323 - $816,252
24,286 Added 11.98%
227,081 $7.47 Million
Q1 2021

May 17, 2021
BUY
$30.78 - $34.63 $161,810 - $182,049
5,257 Added 2.66%
202,795 $6.45 Million
Q4 2020

Feb 12, 2021
BUY
$26.72 - $30.68 $445,101 - $511,067
16,658 Added 9.21%
197,538 $6.06 Million
Q3 2020

Nov 12, 2020
BUY
$24.69 - $27.71 $280,083 - $314,342
11,344 Added 6.69%
180,880 $4.84 Million
Q2 2020

Aug 12, 2020
BUY
$19.87 - $25.05 $63,484 - $80,034
3,195 Added 1.92%
169,536 $4.13 Million
Q1 2020

May 11, 2020
BUY
$18.68 - $28.22 $125,510 - $189,610
6,719 Added 4.21%
166,341 $3.44 Million
Q4 2019

Feb 13, 2020
SELL
$24.83 - $27.51 $124,572 - $138,017
-5,017 Reduced 3.05%
159,622 $4.37 Million
Q3 2019

Nov 13, 2019
BUY
$25.08 - $25.94 $582,357 - $602,326
23,220 Added 16.42%
164,639 $4.14 Million
Q2 2019

Aug 12, 2019
BUY
N/A
30,733 Added 27.77%
141,419 $3.71 Million
Q1 2019

May 13, 2019
SELL
N/A
-637 Reduced 0.57%
110,686 $2.88 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-25,520 Reduced 18.65%
111,323 $2.62 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,819 Added 1.35%
136,843 $3.52 Million
Q2 2018

Aug 13, 2018
BUY
N/A
48,773 Added 56.55%
135,024 $3.5 Million
Q1 2018

May 14, 2018
SELL
N/A
-6,455 Reduced 6.96%
86,251 $2.48 Million
Q1 2018

May 14, 2018
BUY
N/A
5,965 Added 6.88%
92,706 $2.48 Million
Q4 2017

Feb 12, 2018
BUY
N/A
3,667 Added 4.41%
86,741 $2.42 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-1,050 Reduced 1.25%
83,074 $2.24 Million
Q2 2017

Aug 10, 2017
BUY
N/A
84,124
84,124 $2.09 Million

Others Institutions Holding SCHE

# of Institutions
783
Shares Held
142M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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