Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History

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

$3.55 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$43.11 - $44.42 $87,513 - $90,172	2,030 Added 31.9%	8,393 $370,000
Q1 2024 May 06, 2024	BUY	$43.87 - $44.99 $279,144 - $286,271	6,363 New	6,363 $283,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.5 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

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