Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 11,597 shares of SCHM stock, worth $303,493. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,597
Previous 3,129
270.63%
Holding current value
$303,493
Previous $259,000
23.94%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio