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 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

401,608

Previous 138,389 190.2%

Holding current value

$10 Million

Previous $11.1 Million 5.87%

% of portfolio

0.29%

Previous 0.31%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.79 - $80.4 $6.79 Million - $21.2 Million	263,219 Added 190.2%	401,608 $10.5 Million
Q3 2024 Oct 31, 2024	SELL	$73.43 - $80.37 $62,488 - $68,394	-851 Reduced 0.61%	138,389 $11.1 Million
Q2 2024 Aug 09, 2024	SELL	$71.74 - $75.86 $239,683 - $253,448	-3,341 Reduced 2.34%	139,240 $10.3 Million
Q1 2024 May 06, 2024	SELL	$68.82 - $75.98 $44,182 - $48,779	-642 Reduced 0.45%	142,581 $10.8 Million
Q4 2023 Feb 06, 2024	SELL	$61.16 - $70.24 $827,372 - $950,206	-13,528 Reduced 8.63%	143,223 $10 Million
Q3 2023 Nov 02, 2023	SELL	$64.45 - $69.39 $75,857 - $81,672	-1,177 Reduced 0.75%	156,751 $10.1 Million
Q2 2023 Aug 11, 2023	SELL	$63.33 - $67.21 $32,868 - $34,881	-519 Reduced 0.33%	157,928 $10.6 Million
Q1 2023 May 09, 2023	BUY	$62.59 - $69.3 $292,107 - $323,423	4,667 Added 3.03%	158,447 $10.4 Million
Q4 2022 Feb 07, 2023	SELL	$59.13 - $69.24 $224,220 - $262,558	-3,792 Reduced 2.41%	153,780 $10.2 Million
Q3 2022 Nov 02, 2022	BUY	$58.51 - $69.02 $972,904 - $1.15 Million	16,628 Added 11.8%	157,572 $9.22 Million
Q2 2022 Aug 02, 2022	BUY	$60.93 - $72.3 $2.55 Million - $3.02 Million	41,779 Added 42.13%	140,944 $8.8 Million
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $196,968 - $215,818	2,909 Added 3.02%	99,165 $7.08 Million
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $193,922 - $209,344	2,856 Added 3.06%	96,256 $7.05 Million
Q3 2021 Nov 02, 2021	SELL	$66.91 - $71.05 $17,998 - $19,112	-269 Reduced 0.29%	93,400 $6.3 Million
Q2 2021 Aug 12, 2021	SELL	$65.81 - $69.75 $259,620 - $275,163	-3,945 Reduced 4.04%	93,669 $6.4 Million
Q1 2021 May 17, 2021	SELL	$58.71 - $65.66 $153,233 - $171,372	-2,610 Reduced 2.6%	97,614 $6.37 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $359,113 - $420,579	7,065 Added 7.58%	100,224 $5.97 Million
Q3 2020 Nov 12, 2020	BUY	$49.44 - $54.86 $336,933 - $373,870	6,815 Added 7.89%	93,159 $4.86 Million
Q2 2020 Aug 12, 2020	BUY	$42.21 - $55.29 $179,772 - $235,480	4,259 Added 5.19%	86,344 $4.33 Million
Q1 2020 May 11, 2020	BUY	$38.4 - $61.03 $2.76 Million - $4.39 Million	71,912 Added 706.89%	82,085 $3.63 Million
Q3 2019 Nov 13, 2019	BUY	$56.56 - $57.5 $262,438 - $266,800	4,640 Added 83.86%	10,173 $577,000
Q2 2019 Aug 12, 2019	BUY	N/A	204 Added 3.83%	5,533 $311,000
Q1 2019 May 13, 2019	SELL	N/A	-265 Reduced 4.74%	5,329 $292,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,217 Added 27.8%	5,594 $276,000
Q2 2018 Aug 13, 2018	SELL	N/A	-618 Reduced 12.37%	4,377 $233,000
Q1 2018 May 14, 2018	SELL	N/A	-246 Reduced 4.69%	4,995 $264,000
Q1 2018 May 14, 2018	BUY	N/A	864 Added 19.74%	5,241 $264,000
Q2 2017 Aug 10, 2017	BUY	N/A	4,377	4,377 $220,000

Others Institutions Holding SCHV

# of Institutions

893

Shares Held

328M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Large C Transaction History