Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Charles Corp Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 119,273 shares of SCHW stock, worth $11.6 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
119,273
Previous 119,211
0.05%
Holding current value
$11.6 Million
Previous $9.33 Million
16.62%
% of portfolio
0.25%
Previous 0.24%
Shares
26 transactions
Others Institutions Holding SCHW
# of Institutions
2,359Shares Held
1.47BCall Options Held
17.4MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$14.4 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.81 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$8.61 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.96 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.98 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $176B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...