Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr 1000 Index 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 Tr 1000 Index stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 10,447 shares of SCHK stock, worth $293,874. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,447
Previous 5,224 99.98%
Holding current value
$293,874
Previous $288,000 2.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
BUY
$27.45 - $55.56 $143,371 - $290,189
5,223 Added 99.98%
10,447 $295,000
Q3 2024

Oct 31, 2024
BUY
$49.82 - $55.29 $7,522 - $8,348
151 Added 2.98%
5,224 $288,000
Q2 2024

Aug 09, 2024
BUY
$47.83 - $52.72 $10,953 - $12,072
229 Added 4.73%
5,073 $265,000
Q1 2024

May 06, 2024
SELL
$45.19 - $50.67 $37,824 - $42,410
-837 Reduced 14.73%
4,844 $245,000
Q4 2023

Feb 06, 2024
SELL
$39.52 - $46.21 $39,322 - $45,978
-995 Reduced 14.9%
5,681 $261,000
Q3 2023

Nov 02, 2023
BUY
$41.08 - $44.27 $27,153 - $29,262
661 Added 10.99%
6,676 $275,000
Q2 2023

Aug 11, 2023
BUY
$38.96 - $42.79 $234,344 - $257,381
6,015 New
6,015 $257,000

Others Institutions Holding SCHK

# of Institutions
201
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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