Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 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 Sch Fnd Us Sm Etf schwab fdt us sc
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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $872k | 15k | 59.57 |
| 2024-06-30 | $1.2M | 21k | 54.92 |
| 2024-03-31 | $1.2M | 21k | 57.03 |
| 2023-12-31 | $1.1M | 19k | 55.35 |
| 2023-09-30 | $1000k | 21k | 48.49 |
| 2023-06-30 | $1.2M | 25k | 50.45 |
| 2023-03-31 | $1.1M | 22k | 48.67 |
| 2022-12-31 | $1.1M | 23k | 46.72 |
| 2022-09-30 | $839k | 20k | 42.50 |
| 2022-06-30 | $923k | 20k | 45.26 |
| 2022-03-31 | $754k | 14k | 53.43 |
| 2021-12-31 | $468k | 8.4k | 55.57 |
| 2021-09-30 | $323k | 6.1k | 52.66 |
| 2021-06-30 | $328k | 6.0k | 54.33 |
| 2019-12-31 | $322k | 8.0k | 40.27 |
| 2019-09-30 | $504k | 13k | 37.77 |
| 2019-06-30 | $219k | 5.8k | 37.64 |
| 2019-03-31 | $206k | 5.5k | 37.15 |
| 2018-09-30 | $224k | 5.5k | 40.71 |
| 2018-06-30 | $376k | 9.4k | 39.86 |
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