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

$4.37 Billion
Q2 2025

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 110,030 shares of SCHG stock, worth $3.49 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

110,030

Previous 80,799 36.18%

Holding current value

$3.49 Million

Previous $2.02 Million 58.82%

% of portfolio

0.07%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$22.27 - $29.21 $650,974 - $853,837	29,231 Added 36.18%	110,030 $3.21 Million
Q1 2025 May 08, 2025	SELL	$24.91 - $29.02 $21,123 - $24,608	-848 Reduced 1.04%	80,799 $2.02 Million
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $1.62 Million - $6.57 Million	62,348 Added 323.06%	81,647 $2.28 Million
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

1,617

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

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