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
Quarter Operation Price Per share shares change shares Held SEC Form
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
846
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email