Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Charles Corp 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 Charles Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 104,832 shares of SCHW stock, worth $8.67 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
104,832
Previous 101,245
3.54%
Holding current value
$8.67 Million
Previous $6.56 Million
18.24%
% of portfolio
0.21%
Previous 0.18%
Shares
24 transactions
Others Institutions Holding SCHW
# of Institutions
2,114Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.3 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.5 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.36 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.41 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.26 Billion0.66% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $150B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...