Schwab Strategic Tr us lrg cap etf shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 225k | 56.40 |
| 2023-09-30 | $13M | 249k | 50.60 |
| 2023-06-30 | $13M | 253k | 52.37 |
| 2023-03-31 | $12M | 246k | 48.37 |
| 2022-12-31 | $10M | 231k | 45.15 |
| 2022-09-30 | $11M | 252k | 42.35 |
| 2022-06-30 | $12M | 268k | 44.66 |
| 2022-03-31 | $16M | 290k | 53.85 |
| 2021-12-31 | $15M | 136k | 113.82 |
| 2021-09-30 | $14M | 133k | 104.03 |
| 2021-06-30 | $13M | 129k | 103.97 |
| 2021-03-31 | $9.3M | 96k | 96.04 |
| 2020-12-31 | $11M | 126k | 90.95 |
| 2020-09-30 | $11M | 138k | 80.63 |
| 2020-06-30 | $10M | 140k | 74.10 |
| 2020-03-31 | $8.7M | 143k | 61.25 |
| 2019-12-31 | $11M | 146k | 76.81 |
| 2019-09-30 | $11M | 153k | 70.93 |
| 2019-06-30 | $10M | 149k | 70.19 |
| 2019-03-31 | $9.5M | 141k | 67.61 |
| 2018-12-31 | $8.6M | 143k | 59.70 |
| 2018-09-30 | $11M | 157k | 69.56 |
| 2018-06-30 | $10M | 157k | 64.99 |
| 2018-03-31 | $9.5M | 78k | 122.08 |
| 2017-12-31 | $9.6M | 150k | 63.78 |
| 2017-09-30 | $9.1M | 152k | 60.04 |
| 2017-06-30 | $8.8M | 153k | 57.77 |
| 2017-03-31 | $9.6M | 171k | 56.27 |
| 2016-12-31 | $10M | 195k | 53.26 |
| 2016-09-30 | $11M | 207k | 51.62 |
| 2016-06-30 | $15M | 302k | 49.77 |
| 2016-03-31 | $35M | 710k | 48.84 |
| 2015-12-31 | $34M | 706k | 48.57 |
| 2015-09-30 | $31M | 686k | 45.76 |
| 2015-06-30 | $33M | 670k | 49.31 |
| 2015-03-31 | $33M | 671k | 49.57 |
| 2014-12-31 | $32M | 654k | 49.05 |
| 2014-09-30 | $31M | 657k | 46.99 |
| 2014-06-30 | $29M | 627k | 46.83 |
| 2014-03-31 | $27M | 607k | 44.71 |
| 2013-12-31 | $26M | 588k | 44.08 |
| 2013-09-30 | $21M | 531k | 40.21 |
| 2013-06-30 | $19M | 500k | 38.19 |
| 2013-03-31 | $9.3M | 250k | 37.35 |
| 2012-12-31 | $6.7M | 199k | 33.90 |
| 2012-09-30 | $6.5M | 191k | 34.18 |
| 2012-06-30 | $6.0M | 187k | 32.32 |
| 2012-03-31 | $6.4M | 192k | 33.51 |
| 2011-12-31 | $5.9M | 199k | 29.85 |
| 2011-09-30 | $5.2M | 194k | 26.85 |
| 2011-06-30 | $6.6M | 209k | 31.49 |
| 2011-03-31 | $7.5M | 231k | 32.37 |
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