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 $10.9 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
401,608
Previous 138,389
190.2%
Holding current value
$10.9 Million
Previous $11.1 Million
5.87%
% of portfolio
0.29%
Previous 0.31%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio