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

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 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 Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us 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 Us Lg Etf schwb fdt us lg by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 29k 61.94
2023-09-30 $1.7M 31k 55.97
2023-06-30 $2.1M 37k 57.57
2023-03-31 $1.8M 34k 54.92
2022-12-31 $1.6M 30k 53.44
2022-09-30 $1.2M 25k 47.77
2022-06-30 $1.8M 35k 50.90
2022-03-31 $2.1M 36k 58.49
2021-12-31 $1.3M 22k 58.62
2021-09-30 $1.1M 20k 53.95
2021-06-30 $610k 11k 54.70
2021-03-31 $403k 7.8k 51.65
2020-12-31 $248k 5.5k 45.22
2020-09-30 $229k 5.9k 38.73
2020-06-30 $307k 8.3k 36.79
2020-03-31 $235k 7.5k 31.32
2019-12-31 $507k 12k 42.68
2019-09-30 $793k 20k 39.54
2019-06-30 $382k 9.8k 39.14
2019-03-31 $357k 9.4k 37.99
2018-12-31 $246k 7.2k 33.95
2018-09-30 $380k 9.6k 39.68
2018-06-30 $582k 16k 37.32
2018-03-31 $298k 8.2k 36.33

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Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

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

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg