Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic U.S. Reit ETF 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 Strategic U.S. Reit ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 163,935 shares of SCHH stock, worth $3.53 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
163,935
Previous 182,128 9.99%
Holding current value
$3.53 Million
Previous $4.22 Million 18.18%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Jan 21, 2025
SELL
$20.55 - $23.26 $373,866 - $423,169
-18,193 Reduced 9.99%
163,935 $3.45 Million
Q3 2024

Oct 31, 2024
SELL
$19.78 - $23.53 $1.14 Million - $1.35 Million
-57,451 Reduced 23.98%
182,128 $4.22 Million
Q2 2024

Aug 09, 2024
BUY
$18.53 - $20.2 $51,216 - $55,832
2,764 Added 1.17%
239,579 $4.78 Million
Q1 2024

May 06, 2024
SELL
$19.39 - $20.93 $91,094 - $98,329
-4,698 Reduced 1.95%
236,815 $4.81 Million
Q4 2023

Feb 06, 2024
BUY
$16.76 - $20.95 $789,898 - $987,373
47,130 Added 24.25%
241,513 $5 Million
Q3 2023

Nov 02, 2023
SELL
$17.52 - $20.27 $87,529 - $101,268
-4,996 Reduced 2.51%
194,383 $3.45 Million
Q2 2023

Aug 11, 2023
BUY
$18.34 - $19.64 $190,497 - $204,000
10,387 Added 5.5%
199,379 $3.89 Million
Q1 2023

May 09, 2023
BUY
$18.01 - $21.78 $313,500 - $379,124
17,407 Added 10.14%
188,992 $3.69 Million
Q4 2022

Feb 07, 2023
BUY
$17.68 - $20.46 $450,645 - $521,504
25,489 Added 17.45%
171,585 $3.31 Million
Q3 2022

Nov 02, 2022
BUY
$18.45 - $23.6 $381,730 - $488,284
20,690 Added 16.5%
146,096 $2.73 Million
Q2 2022

Aug 02, 2022
BUY
$20.18 - $25.97 $880,594 - $1.13 Million
43,637 Added 53.37%
125,406 $2.65 Million
Q1 2022

May 13, 2022
BUY
$22.75 - $26.16 $970,424 - $1.12 Million
42,656 Added 109.06%
81,769 $2.04 Million
Q4 2021

Feb 14, 2022
SELL
$22.99 - $26.35 $5,241 - $6,007
-228 Reduced 0.58%
39,113 $2.06 Million
Q3 2021

Nov 02, 2021
SELL
$22.84 - $24.92 $2,900 - $3,164
-127 Reduced 0.32%
39,341 $1.8 Million
Q2 2021

Aug 12, 2021
BUY
$20.92 - $23.68 $46,044 - $52,119
2,201 Added 5.91%
39,468 $1.81 Million
Q1 2021

May 17, 2021
SELL
$18.25 - $20.79 $3,339 - $3,804
-183 Reduced 0.49%
37,267 $1.53 Million
Q4 2020

Feb 12, 2021
SELL
$17.04 - $19.33 $53,624 - $60,831
-3,147 Reduced 7.75%
37,450 $1.42 Million
Q3 2020

Nov 12, 2020
BUY
$16.99 - $18.73 $6,728 - $7,417
396 Added 0.99%
40,597 $1.44 Million
Q2 2020

Aug 12, 2020
BUY
$14.77 - $20.35 $206,100 - $283,963
13,954 Added 53.16%
40,201 $1.42 Million
Q1 2020

May 11, 2020
BUY
$13.54 - $24.27 $207,080 - $371,185
15,294 Added 139.63%
26,247 $859,000
Q4 2019

Feb 13, 2020
SELL
$22.24 - $24.07 $34,961 - $37,838
-1,572 Reduced 12.55%
10,953 $503,000
Q3 2019

Nov 13, 2019
BUY
$23.18 - $23.61 $290,329 - $295,715
12,525 New
12,525 $591,000

Others Institutions Holding SCHH

# of Institutions
550
Shares Held
184M
Call Options Held
21.9K
Put Options Held
86.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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