Empire Financial Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History

Empire Financial Management Company, LLC

$437 Billion
Q3 2025

A detailed history of Empire Financial Management Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 10,349 shares of SCHD stock, worth $281,906. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,349

Previous 10,562 2.02%

Holding current value

$281,906

Previous $280 Million 0.94%

% of portfolio

0.06%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $5,618 - $5,953	-213 Reduced 2.02%	10,349 $283 Million
Q2 2025 Aug 13, 2025	SELL	$24.32 - $27.87 $1,483 - $1,700	-61 Reduced 0.57%	10,562 $280 Million
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $34,275 - $36,217	1,269 Added 13.57%	10,623 $297 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $178,599 - $563,388	6,632 Added 243.64%	9,354 $256 Million
Q3 2024 Nov 18, 2024	SELL	$77.02 - $85.06 $5,391 - $5,954	-70 Reduced 2.51%	2,722 $230 Million

Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $211,661 - $223,778	2,792 New	2,792 $217 Million

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Empire Financial Management Company, LLC Schwab Strategic Tr Us Dividen Transaction History