Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Large C Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 19,299 shares of SCHG stock, worth $530,529. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,299
Previous 20,053 3.76%
Holding current value
$530,529
Previous $2.02 Million 0.59%
% of portfolio
0.06%
Previous 0.06%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$92.63 - $105.69 $69,843 - $79,690
-754 Reduced 3.76%
19,299 $2.01 Million
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $16,972 - $19,813
195 Added 0.98%
20,053 $2.02 Million
Q1 2024

May 06, 2024
BUY
$80.6 - $93.32 $856,052 - $991,151
10,621 Added 114.98%
19,858 $1.84 Million
Q4 2023

Feb 06, 2024
SELL
$70.08 - $83.37 $108,063 - $128,556
-1,542 Reduced 14.31%
9,237 $766,000
Q3 2023

Nov 02, 2023
BUY
$71.99 - $78.02 $149,451 - $161,969
2,076 Added 23.85%
10,779 $783,000
Q2 2023

Aug 11, 2023
BUY
$63.6 - $74.95 $84,969 - $100,133
1,336 Added 18.13%
8,703 $652,000
Q1 2023

May 09, 2023
SELL
$54.19 - $65.17 $66,491 - $79,963
-1,227 Reduced 14.28%
7,367 $480,000
Q4 2022

Feb 07, 2023
SELL
$54.31 - $60.76 $247,816 - $277,247
-4,563 Reduced 34.68%
8,594 $477,000
Q3 2022

Nov 02, 2022
BUY
$55.81 - $69.25 $8,985 - $11,149
161 Added 1.24%
13,157 $734,000
Q2 2022

Aug 02, 2022
BUY
$55.73 - $76.55 $382,865 - $525,898
6,870 Added 112.14%
12,996 $754,000
Q1 2022

May 13, 2022
BUY
$65.63 - $82.62 $233,183 - $293,548
3,553 Added 138.09%
6,126 $458,000
Q4 2021

Feb 14, 2022
BUY
$73.11 - $83.4 $58,414 - $66,636
799 Added 45.04%
2,573 $421,000
Q3 2021

Nov 02, 2021
SELL
$73.24 - $78.94 $4,760 - $5,131
-65 Reduced 3.53%
1,774 $263,000
Q2 2021

Aug 12, 2021
BUY
$65.3 - $73.24 $120,086 - $134,688
1,839 New
1,839 $268,000
Q1 2021

May 17, 2021
SELL
$61.41 - $68.35 $124,416 - $138,477
-2,026 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$55.95 - $64.38 $251,719 - $289,645
-4,499 Reduced 68.95%
2,026 $260,000
Q3 2020

Nov 12, 2020
BUY
$51.42 - $61.56 $411 - $492
8 Added 0.12%
6,525 $752,000
Q2 2020

Aug 12, 2020
SELL
$37.99 - $51.32 $1,329 - $1,796
-35 Reduced 0.53%
6,517 $662,000
Q1 2020

May 11, 2020
SELL
$34.6 - $51.17 $12,698 - $18,779
-367 Reduced 5.3%
6,552 $522,000
Q4 2019

Feb 13, 2020
BUY
$40.97 - $46.72 $28,146 - $32,096
687 Added 11.02%
6,919 $643,000
Q3 2019

Nov 13, 2019
BUY
$41.7 - $42.86 $122,973 - $126,394
2,949 Added 89.83%
6,232 $524,000
Q2 2019

Aug 12, 2019
BUY
N/A
104 Added 3.27%
3,283 $273,000
Q1 2019

May 13, 2019
BUY
N/A
241 Added 8.2%
3,179 $252,000
Q4 2018

Feb 13, 2019
SELL
N/A
-378 Reduced 11.4%
2,938 $203,000
Q3 2018

Nov 13, 2018
BUY
N/A
3,316 New
3,316 $272,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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