Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,224 shares of SCHK stock, worth $149,197. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,224
Previous 5,073
2.98%
Holding current value
$149,197
Previous $265,000
8.68%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio