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

  • $3.31 Billion
  • Q1 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 142,581 shares of SCHV stock, worth $10.6 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
142,581
Previous 143,223 0.45%
Holding current value
$10.6 Million
Previous $10 Million 7.91%
% of portfolio
0.33%
Previous 0.33%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $243,711 - $262,558
-3,792 Reduced 2.41%
153,780 $10.2 Million
Q3 2022

Nov 02, 2022
BUY
N/A
16,628 Added 11.8%
157,572 $9.22 Million
Q2 2022

Aug 02, 2022
BUY
N/A
41,779 Added 42.13%
140,944 $8.8 Million
Q1 2022

May 13, 2022
BUY
N/A
2,909 Added 3.02%
99,165 $7.08 Million
Q4 2021

Feb 14, 2022
BUY
N/A
2,856 Added 3.06%
96,256 $7.05 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-269 Reduced 0.29%
93,400 $6.3 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-3,945 Reduced 4.04%
93,669 $6.4 Million
Q1 2021

May 17, 2021
SELL
N/A
-2,610 Reduced 2.6%
97,614 $6.37 Million
Q4 2020

Feb 12, 2021
BUY
N/A
7,065 Added 7.58%
100,224 $5.97 Million
Q3 2020

Nov 12, 2020
BUY
N/A
6,815 Added 7.89%
93,159 $4.86 Million
Q2 2020

Aug 12, 2020
BUY
N/A
4,259 Added 5.19%
86,344 $4.33 Million
Q1 2020

May 11, 2020
BUY
N/A
71,912 Added 706.89%
82,085 $3.63 Million
Q3 2019

Nov 13, 2019
BUY
N/A
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
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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