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

$3.31 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 13, 2020	SELL	N/A	-4,609 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	N/A	-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

381

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.97 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$569 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$213 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$176 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

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.

Account