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

  • $3.85 Billion
  • Q1 2025

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 395,098 shares of SCHV stock, worth $10.6 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
395,098
Previous 401,608 1.62%
Holding current value
$10.6 Million
Previous $10.5 Million 0.31%
% of portfolio
0.27%
Previous 0.29%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$25.77 - $27.6 $167,762 - $179,676
-6,510 Reduced 1.62%
395,098 $10.5 Million
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
923
Shares Held
335M
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
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