Empirical Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Empirical Asset Management, LLC

$360 Billion
Q3 2025

A detailed history of Empirical Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Empirical Asset Management, LLC holds 10,040 shares of SCHB stock, worth $259,232. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,040

Previous 9,007 11.47%

Holding current value

$259,232

Previous $215 Million 20.27%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.82 - $25.84 $24,606 - $26,692	1,033 Added 11.47%	10,040 $258 Million
Q2 2025 Jul 29, 2025	BUY	$19.1 - $23.83 $172,033 - $214,636	9,007 New	9,007 $215 Million
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $156,689 - $475,691	7,119 Added 202.19%	10,640 $241,000
Q3 2024 Oct 11, 2024	BUY	$59.93 - $66.52 $1,797 - $1,995	30 Added 0.86%	3,521 $234,000
Q2 2024 Aug 09, 2024	BUY	$57.57 - $63.3 $3,684 - $4,051	64 Added 1.87%	3,491 $219,000

Q1 2024 May 10, 2024	BUY	$54.61 - $61.05 $187,148 - $209,218	3,427 New	3,427 $209,000

Others Institutions Holding SCHB

# of Institutions

1,386

Shares Held

493M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Empirical Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History