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

  • $3.55 Billion
  • Q3 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 230,990 shares of SCHX stock, worth $5.41 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
230,990
Previous 229,893 0.48%
Holding current value
$5.41 Million
Previous $14.8 Million 6.11%
% of portfolio
0.44%
Previous 0.44%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$61.11 - $67.85 $67,037 - $74,431
1,097 Added 0.48%
230,990 $15.7 Million
Q2 2024

Aug 09, 2024
BUY
$58.7 - $64.78 $41,911 - $46,252
714 Added 0.31%
229,893 $14.8 Million
Q1 2024

May 06, 2024
BUY
$55.41 - $62.08 $212,386 - $237,952
3,833 Added 1.7%
229,179 $14.2 Million
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $1.15 Million - $1.34 Million
-23,654 Reduced 9.5%
225,346 $12.7 Million
Q3 2023

Nov 02, 2023
SELL
$50.36 - $54.21 $180,842 - $194,668
-3,591 Reduced 1.42%
249,000 $12.6 Million
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $333,356 - $366,223
6,993 Added 2.85%
252,591 $13.2 Million
Q1 2023

May 09, 2023
BUY
$44.78 - $49.41 $677,252 - $747,276
15,124 Added 6.56%
245,598 $11.9 Million
Q4 2022

Feb 07, 2023
SELL
$42.25 - $48.16 $903,347 - $1.03 Million
-21,381 Reduced 8.49%
230,474 $10.4 Million
Q3 2022

Nov 02, 2022
SELL
$42.35 - $51.01 $662,354 - $797,796
-15,640 Reduced 5.85%
251,855 $10.7 Million
Q2 2022

Aug 02, 2022
SELL
$43.35 - $54.51 $981,227 - $1.23 Million
-22,635 Reduced 7.8%
267,495 $11.9 Million
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $7.65 Million - $8.85 Million
154,495 Added 113.9%
290,130 $15.6 Million
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $116,515 - $128,616
2,245 Added 1.68%
135,635 $15.4 Million
Q3 2021

Nov 02, 2021
BUY
$51.52 - $54.94 $210,768 - $224,759
4,091 Added 3.16%
133,390 $13.9 Million
Q2 2021

Aug 12, 2021
BUY
$48.62 - $52.01 $1.6 Million - $1.71 Million
32,949 Added 34.2%
129,299 $13.4 Million
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $1.33 Million - $1.43 Million
-29,539 Reduced 23.46%
96,350 $9.25 Million
Q4 2020

Feb 12, 2021
SELL
$39.35 - $45.48 $487,821 - $563,815
-12,397 Reduced 8.96%
125,889 $11.5 Million
Q3 2020

Nov 12, 2020
SELL
$37.26 - $43.03 $72,284 - $83,478
-1,940 Reduced 1.38%
138,286 $11.2 Million
Q2 2020

Aug 12, 2020
SELL
$29.25 - $38.76 $71,691 - $95,000
-2,451 Reduced 1.72%
140,226 $10.4 Million
Q1 2020

May 11, 2020
SELL
$26.61 - $40.52 $82,757 - $126,017
-3,110 Reduced 2.13%
142,677 $8.74 Million
Q4 2019

Feb 13, 2020
SELL
$34.42 - $38.54 $255,327 - $285,889
-7,418 Reduced 4.84%
145,787 $11.2 Million
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $156,255 - $159,488
4,429 Added 2.98%
153,205 $10.9 Million
Q2 2019

Aug 12, 2019
BUY
N/A
7,818 Added 5.55%
148,776 $10.4 Million
Q1 2019

May 13, 2019
SELL
N/A
-2,400 Reduced 1.67%
140,958 $9.53 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-13,889 Reduced 8.83%
143,358 $8.56 Million
Q3 2018

Nov 13, 2018
BUY
N/A
284 Added 0.18%
157,247 $10.9 Million
Q2 2018

Aug 13, 2018
BUY
N/A
5,943 Added 3.94%
156,963 $10.2 Million
Q1 2018

May 14, 2018
BUY
N/A
72,989 Added 93.54%
151,020 $9.53 Million
Q1 2018

May 14, 2018
SELL
N/A
-72,107 Reduced 48.03%
78,031 $9.53 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-1,432 Reduced 0.94%
150,138 $9.58 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-1,186 Reduced 0.78%
151,570 $9.1 Million
Q2 2017

Aug 10, 2017
BUY
N/A
152,756
152,756 $8.83 Million

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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