Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental Intl Large Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 231,142 shares of FNDF stock, worth $7.94 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
231,142
Previous 213,701 8.16%
Holding current value
$7.94 Million
Previous $7.99 Million 3.88%
% of portfolio
0.21%
Previous 0.22%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$32.92 - $37.15 $574,157 - $647,933
17,441 Added 8.16%
231,142 $7.68 Million
Q3 2024

Oct 31, 2024
SELL
$33.67 - $37.71 $193,972 - $217,247
-5,761 Reduced 2.63%
213,701 $7.99 Million
Q2 2024

Aug 09, 2024
SELL
$34.19 - $36.51 $635,694 - $678,830
-18,593 Reduced 7.81%
219,462 $7.69 Million
Q1 2024

May 06, 2024
BUY
$32.59 - $35.65 $59,835 - $65,453
1,836 Added 0.78%
238,055 $8.48 Million
Q4 2023

Feb 06, 2024
BUY
$30.23 - $33.77 $121,796 - $136,059
4,029 Added 1.74%
236,219 $7.97 Million
Q3 2023

Nov 02, 2023
SELL
$31.51 - $33.54 $321,717 - $342,443
-10,210 Reduced 4.21%
232,190 $7.35 Million
Q2 2023

Aug 11, 2023
BUY
$30.91 - $33.09 $253,554 - $271,437
8,203 Added 3.5%
242,400 $7.83 Million
Q1 2023

May 09, 2023
SELL
$29.24 - $31.97 $200,410 - $219,122
-6,854 Reduced 2.84%
234,197 $7.32 Million
Q4 2022

Feb 07, 2023
SELL
$25.2 - $30.35 $150,015 - $180,673
-5,953 Reduced 2.41%
241,051 $7.01 Million
Q3 2022

Nov 02, 2022
SELL
$25.15 - $29.74 $198,986 - $235,302
-7,912 Reduced 3.1%
247,004 $6.21 Million
Q2 2022

Aug 02, 2022
BUY
$28.1 - $32.52 $154,802 - $179,152
5,509 Added 2.21%
254,916 $7.22 Million
Q1 2022

May 13, 2022
SELL
$29.7 - $34.12 $1.22 Million - $1.4 Million
-40,918 Reduced 14.09%
249,407 $8.04 Million
Q4 2021

Feb 14, 2022
BUY
$31.55 - $34.05 $1.32 Million - $1.43 Million
41,945 Added 16.89%
290,325 $9.44 Million
Q3 2021

Nov 02, 2021
BUY
$31.76 - $33.8 $646,252 - $687,762
20,348 Added 8.92%
248,380 $8.15 Million
Q2 2021

Aug 12, 2021
BUY
$32.42 - $34.94 $1.1 Million - $1.19 Million
34,079 Added 17.57%
228,032 $7.59 Million
Q1 2021

May 17, 2021
SELL
$29.41 - $32.7 $208,840 - $232,202
-7,101 Reduced 3.53%
193,953 $6.23 Million
Q4 2020

Feb 12, 2021
BUY
$23.78 - $29.52 $607,127 - $753,675
25,531 Added 14.55%
201,054 $5.89 Million
Q3 2020

Nov 12, 2020
BUY
$23.74 - $25.78 $8,902 - $9,667
375 Added 0.21%
175,523 $4.31 Million
Q2 2020

Aug 12, 2020
BUY
$19.97 - $25.75 $78,062 - $100,656
3,909 Added 2.28%
175,148 $4.16 Million
Q1 2020

May 11, 2020
BUY
$18.2 - $29.21 $2.2 Million - $3.54 Million
121,059 Added 241.25%
171,239 $3.6 Million
Q4 2019

Feb 13, 2020
SELL
$26.73 - $29.12 $42,874 - $46,708
-1,604 Reduced 3.1%
50,180 $1.45 Million
Q3 2019

Nov 13, 2019
BUY
$27.2 - $27.92 $1.17 Million - $1.2 Million
43,004 Added 489.79%
51,784 $1.43 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-236 Reduced 2.62%
8,780 $245,000
Q1 2019

May 13, 2019
BUY
N/A
9,016 New
9,016 $249,000
Q4 2018

Feb 13, 2019
SELL
N/A
-10,068 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-4,994 Reduced 33.16%
10,068 $302,000
Q2 2018

Aug 13, 2018
BUY
N/A
4,150 Added 38.03%
15,062 $445,000
Q1 2018

May 14, 2018
SELL
N/A
-650 Reduced 5.62%
10,912 $327,000
Q1 2018

May 14, 2018
BUY
N/A
11,562 New
11,562 $327,000

Others Institutions Holding FNDF

# of Institutions
586
Shares Held
289M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email