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
- $3.55 Billion
- Q3 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 3,129 shares of SCHM stock, worth $91,679. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,129
Previous 3,183
1.7%
Holding current value
$91,679
Previous $247,000
4.86%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
949Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$760 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$288 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$95.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69.5 Million0.18% of portfolio