Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 401,608 shares of SCHV stock, worth $10.6 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
401,608
Previous 138,389
190.2%
Holding current value
$10.6 Million
Previous $11.1 Million
5.87%
% of portfolio
0.29%
Previous 0.31%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.46 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.02 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$841 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$419 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio