Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Intermediate Term Us Tr 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 Intermediate Term Us Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,451 shares of SCHR stock, worth $107,758. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,451

Previous 7,536 40.94%

Holding current value

$107,758

Previous $367,000 38.69%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$48.4 - $50.91 $149,314 - $157,057	-3,085 Reduced 40.94%	4,451 $225,000
Q2 2024 Aug 09, 2024	BUY	$47.85 - $49.0 $360,597 - $369,264	7,536 New	7,536 $367,000
Q4 2019 Feb 13, 2020	SELL	$54.79 - $56.05 $252,527 - $258,334	-4,609 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$54.92 - $55.68 $931,882 - $944,778	-16,968 Reduced 78.64%	4,609 $256,000
Q1 2018 May 14, 2018	BUY	N/A	21,577 New	21,577 $1,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Intermediate Term Us Tr Transaction History