Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Us Aggregate Bond ETF 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 Us Aggregate Bond ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 165,523 shares of SCHZ stock, worth $3.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
165,523
Previous 159,016 4.09%
Holding current value
$3.8 Million
Previous $3.61 Million 6.21%
% of portfolio
0.1%
Previous 0.1%

Shares

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

May 08, 2025
BUY
$22.46 - $23.26 $146,147 - $151,352
6,507 Added 4.09%
165,523 $3.83 Million
Q4 2024

Jan 21, 2025
BUY
$22.63 - $47.53 $1.67 Million - $3.51 Million
73,950 Added 86.93%
159,016 $3.61 Million
Q3 2024

Oct 31, 2024
SELL
$45.2 - $47.87 $113,723 - $120,440
-2,516 Reduced 2.87%
85,066 $4.04 Million
Q2 2024

Aug 09, 2024
SELL
$44.66 - $45.99 $171,762 - $176,877
-3,846 Reduced 4.21%
87,582 $3.99 Million
Q1 2024

May 06, 2024
BUY
$45.44 - $46.67 $278,138 - $285,667
6,121 Added 7.18%
91,428 $4.21 Million
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $36,454 - $39,618
-846 Reduced 0.98%
85,307 $3.98 Million
Q3 2023

Nov 02, 2023
BUY
$44.14 - $46.33 $199,998 - $209,921
4,531 Added 5.55%
86,153 $3.81 Million
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.33 $190,181 - $196,277
4,147 Added 5.35%
81,622 $3.77 Million
Q1 2023

May 09, 2023
SELL
$45.33 - $47.44 $172,208 - $180,224
-3,799 Reduced 4.67%
77,475 $3.63 Million
Q4 2022

Feb 07, 2023
SELL
$44.04 - $47.03 $30,431 - $32,497
-691 Reduced 0.84%
81,274 $3.71 Million
Q3 2022

Nov 02, 2022
SELL
$44.98 - $49.09 $468,421 - $511,223
-10,414 Reduced 11.27%
81,965 $3.71 Million
Q2 2022

Aug 02, 2022
SELL
$46.62 - $50.36 $122,377 - $132,195
-2,625 Reduced 2.76%
92,379 $4.42 Million
Q1 2022

May 13, 2022
SELL
$50.05 - $53.52 $34,784 - $37,196
-695 Reduced 0.73%
95,004 $4.81 Million
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $85,164 - $86,577
1,588 Added 1.69%
95,699 $5.16 Million
Q3 2021

Nov 02, 2021
SELL
$54.26 - $55.17 $89,094 - $90,589
-1,642 Reduced 1.71%
94,111 $5.11 Million
Q2 2021

Aug 12, 2021
BUY
$53.9 - $54.6 $236,621 - $239,694
4,390 Added 4.81%
95,753 $5.23 Million
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $248,647 - $258,917
4,626 Added 5.33%
91,363 $4.93 Million
Q4 2020

Feb 12, 2021
BUY
$55.56 - $56.23 $17,612 - $17,824
317 Added 0.37%
86,737 $4.86 Million
Q3 2020

Nov 12, 2020
SELL
$56.07 - $56.92 $18,447 - $18,726
-329 Reduced 0.38%
86,420 $4.85 Million
Q2 2020

Aug 12, 2020
SELL
$54.35 - $56.24 $168,865 - $174,737
-3,107 Reduced 3.46%
86,749 $4.88 Million
Q1 2020

May 11, 2020
SELL
$50.33 - $56.09 $194,777 - $217,068
-3,870 Reduced 4.13%
89,856 $4.88 Million
Q4 2019

Feb 13, 2020
SELL
$53.21 - $54.14 $218,533 - $222,352
-4,107 Reduced 4.2%
93,726 $5.01 Million
Q3 2019

Nov 13, 2019
BUY
$53.15 - $53.86 $111,349 - $112,836
2,095 Added 2.19%
97,833 $5.27 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,778 Added 2.99%
95,738 $5.07 Million
Q1 2019

May 13, 2019
SELL
N/A
-2,557 Reduced 2.68%
92,960 $4.82 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-4,235 Reduced 4.25%
95,517 $4.83 Million
Q3 2018

Nov 13, 2018
BUY
N/A
6,320 Added 6.76%
99,752 $5.01 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-2,823 Reduced 2.93%
93,432 $4.73 Million
Q1 2018

May 14, 2018
BUY
N/A
45,039 Added 87.94%
96,255 $4.91 Million
Q1 2018

May 14, 2018
SELL
N/A
-37,982 Reduced 42.58%
51,216 $4.91 Million
Q4 2017

Feb 12, 2018
BUY
N/A
408 Added 0.46%
89,198 $4.64 Million
Q3 2017

Nov 13, 2017
BUY
N/A
135 Added 0.15%
88,790 $4.65 Million
Q2 2017

Aug 10, 2017
BUY
N/A
88,655
88,655 $4.63 Million

Others Institutions Holding SCHZ

# of Institutions
704
Shares Held
174M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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