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
- $3.37 Billion
- Q2 2024
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 87,582 shares of SCHZ stock, worth $4.11 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
87,582
Previous 91,428
4.21%
Holding current value
$4.11 Million
Previous $4.21 Million
5.09%
% of portfolio
0.12%
Previous 0.13%
Shares
30 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio