Empirical Financial Services, LLC D.b.a. Empirical Wealth Management SCHX Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 1.09 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $26.65 Mil. This investment constitutes 0.6% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 16 purchases of SCHX, at an average price of $23.50, for a total of 2.43 Mil shares. In addition, there have been 15 sales at an average price of $28.37 for 1.34 Mil shares. Based on historical transaction data and SCHX's current price of $25.05, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his SCHX holdings is $8.19 Mil, reflecting a 14.35% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management SCHX ($25.05) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management SCHX ($25.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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