Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Sch Fnd Em Lg Etf schb fdt emk lg shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 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 Em Lg Etf schb fdt emk lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Em Lg Etf schb fdt emk lg held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Em Lg Etf schb fdt emk lg by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 132k 36.16
2025-06-30 $4.3M 130k 33.01
2025-03-31 $3.9M 126k 30.80
2024-12-31 $3.5M 119k 29.05
2024-09-30 $3.7M 114k 32.27
2024-06-30 $3.5M 120k 29.57
2024-03-31 $3.6M 129k 27.76
2023-12-31 $3.5M 128k 27.14
2023-09-30 $3.4M 131k 26.22
2023-06-30 $3.8M 142k 26.77
2023-03-31 $3.7M 140k 26.05
2022-12-31 $3.5M 141k 24.78
2022-09-30 $3.5M 148k 23.44
2022-06-30 $3.7M 142k 25.93
2022-03-31 $4.0M 139k 28.95
2021-12-31 $4.2M 136k 30.99
2021-09-30 $4.3M 135k 32.23
2021-06-30 $3.9M 122k 32.25
2021-03-31 $3.0M 99k 30.75
2020-12-31 $3.5M 124k 28.26
2020-09-30 $3.1M 130k 23.72
2020-06-30 $3.0M 127k 23.41
2020-03-31 $2.4M 118k 20.56
2019-12-31 $1.4M 48k 29.85
2019-09-30 $1.4M 51k 27.38
2019-06-30 $373k 13k 28.71
2018-06-30 $676k 24k 27.66

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Sch Fnd Em Lg Etf schb fdt emk lg

Charles Schwab Investment Management
FMR
Morgan Stanley
Victory Capital Management
Bogart Wealth
Foster & Motley
Envestnet Asset Management
Unison Advisors
Advisor Group Holdings
Almanack Investment Partners
Morningstar Investment Management
Aspiriant
AlphaCore Capital
Kelman-Lazarov
Raymond James Financial

View all funds holding Sch Fnd Em Lg Etf schb fdt emk lg