Schwab Strategic Tr schwab fdt us bm shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) 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 schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $387k | 15k | 26.57 |
| 2025-09-30 | $375k | 15k | 25.74 |
| 2025-06-30 | $350k | 15k | 23.98 |
| 2025-03-31 | $336k | 15k | 23.01 |
| 2024-12-31 | $388k | 17k | 23.26 |
| 2024-09-30 | $344k | 4.9k | 70.37 |
| 2024-06-30 | $319k | 4.9k | 65.58 |
| 2024-03-31 | $322k | 4.9k | 66.26 |
| 2023-12-31 | $297k | 4.9k | 61.10 |
| 2023-09-30 | $268k | 4.9k | 55.10 |
| 2023-06-30 | $276k | 4.9k | 56.74 |
| 2023-03-31 | $263k | 4.9k | 54.12 |
| 2022-12-31 | $256k | 4.9k | 52.62 |
| 2022-09-30 | $229k | 4.9k | 47.08 |
| 2022-06-30 | $277k | 5.5k | 50.24 |
| 2022-03-31 | $318k | 5.5k | 57.67 |
| 2021-12-31 | $282k | 4.9k | 57.98 |
| 2021-09-30 | $261k | 4.9k | 53.66 |
| 2021-06-30 | $270k | 5.0k | 54.34 |
| 2021-03-31 | $255k | 5.0k | 51.32 |
| 2020-12-31 | $223k | 5.0k | 44.88 |
| 2020-03-31 | $239k | 7.8k | 30.67 |
| 2019-12-31 | $328k | 7.8k | 42.10 |
| 2019-09-30 | $301k | 7.7k | 39.16 |
| 2019-06-30 | $336k | 8.7k | 38.71 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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