Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Us Tips ETF 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 Us Tips ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 26,245 shares of SCHP stock, worth $695,230. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,245
Previous 14,462 81.48%
Holding current value
$695,230
Previous $775,000 12.65%
% of portfolio
0.02%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.74 - $53.78 $303,294 - $633,689
11,783 Added 81.48%
26,245 $677,000
Q3 2024

Oct 31, 2024
SELL
$51.58 - $53.79 $36,054 - $37,599
-699 Reduced 4.61%
14,462 $775,000
Q2 2024

Aug 09, 2024
SELL
$51.1 - $52.24 $10,015 - $10,239
-196 Reduced 1.28%
15,161 $788,000
Q1 2024

May 06, 2024
BUY
$51.32 - $52.45 $47,984 - $49,040
935 Added 6.48%
15,357 $801,000
Q4 2023

Feb 06, 2024
SELL
$49.69 - $52.46 $168,300 - $177,682
-3,387 Reduced 19.02%
14,422 $752,000
Q3 2023

Nov 02, 2023
SELL
$50.37 - $52.48 $479,421 - $499,504
-9,518 Reduced 34.83%
17,809 $899,000
Q2 2023

Aug 11, 2023
SELL
$52.18 - $54.02 $220,930 - $228,720
-4,234 Reduced 13.42%
27,327 $1.43 Million
Q1 2023

May 09, 2023
BUY
$51.68 - $53.62 $79,070 - $82,038
1,530 Added 5.09%
31,561 $1.69 Million
Q4 2022

Feb 07, 2023
SELL
$51.47 - $53.83 $263,269 - $275,340
-5,115 Reduced 14.55%
30,031 $1.56 Million
Q3 2022

Nov 02, 2022
SELL
$51.8 - $57.88 $325,873 - $364,123
-6,291 Reduced 15.18%
35,146 $1.82 Million
Q2 2022

Aug 02, 2022
SELL
$55.59 - $60.15 $473,904 - $512,778
-8,525 Reduced 17.06%
41,437 $2.31 Million
Q1 2022

May 13, 2022
BUY
$59.94 - $62.99 $427,791 - $449,559
7,137 Added 16.67%
49,962 $3.03 Million
Q4 2021

Feb 14, 2022
BUY
$62.25 - $63.89 $200,196 - $205,470
3,216 Added 8.12%
42,825 $2.69 Million
Q3 2021

Nov 02, 2021
BUY
$62.25 - $63.89 $507,275 - $520,639
8,149 Added 25.9%
39,609 $2.48 Million
Q2 2021

Aug 12, 2021
BUY
$61.03 - $62.53 $116,445 - $119,307
1,908 Added 6.46%
31,460 $1.97 Million
Q1 2021

May 17, 2021
SELL
$60.52 - $62.31 $155,475 - $160,074
-2,569 Reduced 8.0%
29,552 $1.81 Million
Q4 2020

Feb 12, 2021
BUY
$60.73 - $62.08 $4,736 - $4,842
78 Added 0.24%
32,121 $1.99 Million
Q3 2020

Nov 12, 2020
BUY
$60.05 - $61.93 $32,667 - $33,689
544 Added 1.73%
32,043 $1.98 Million
Q2 2020

Aug 12, 2020
SELL
$57.69 - $60.12 $125,187 - $130,460
-2,170 Reduced 6.45%
31,499 $1.89 Million
Q1 2020

May 11, 2020
BUY
$53.09 - $59.55 $743 - $833
14 Added 0.04%
33,669 $1.94 Million
Q4 2019

Feb 13, 2020
SELL
$56.32 - $57.23 $423,470 - $430,312
-7,519 Reduced 18.26%
33,655 $1.91 Million
Q3 2019

Nov 13, 2019
BUY
$56.24 - $57.07 $564,030 - $572,355
10,029 Added 32.2%
41,174 $2.34 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,064 Added 7.1%
31,145 $1.75 Million
Q1 2019

May 13, 2019
BUY
N/A
101 Added 0.35%
29,081 $1.6 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-5,054 Reduced 14.85%
28,980 $1.54 Million
Q3 2018

Nov 13, 2018
BUY
N/A
3,430 Added 11.21%
34,034 $1.84 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-2,773 Reduced 8.31%
30,604 $1.68 Million
Q1 2018

May 14, 2018
BUY
N/A
14,478 Added 76.61%
33,377 $1.83 Million
Q1 2018

May 14, 2018
SELL
N/A
-12,107 Reduced 39.05%
18,899 $1.83 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-1,167 Reduced 3.63%
31,006 $1.72 Million
Q3 2017

Nov 13, 2017
BUY
N/A
41 Added 0.13%
32,173 $1.78 Million
Q2 2017

Aug 10, 2017
BUY
N/A
32,132
32,132 $1.77 Million

Others Institutions Holding SCHP

# of Institutions
717
Shares Held
286M
Call Options Held
110K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email