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 $151,025. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,224

Previous 5,073 2.98%

Holding current value

$151,025

Previous $265,000 8.68%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$49.82 - $55.29 $7,522 - $8,348	151 Added 2.98%	5,224 $288,000
Q2 2024 Aug 09, 2024	BUY	$47.83 - $52.72 $10,953 - $12,072	229 Added 4.73%	5,073 $265,000
Q1 2024 May 06, 2024	SELL	$45.19 - $50.67 $37,824 - $42,410	-837 Reduced 14.73%	4,844 $245,000
Q4 2023 Feb 06, 2024	SELL	$39.52 - $46.21 $39,322 - $45,978	-995 Reduced 14.9%	5,681 $261,000
Q3 2023 Nov 02, 2023	BUY	$41.08 - $44.27 $27,153 - $29,262	661 Added 10.99%	6,676 $275,000
Q2 2023 Aug 11, 2023	BUY	$38.96 - $42.79 $234,344 - $257,381	6,015 New	6,015 $257,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr 1000 Index Transaction History