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

Schwab U S Small Cap ETF shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) 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 U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF 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 Schwab U S Small Cap ETF by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 403k 25.86
2024-09-30 $11M 205k 51.50
2024-06-30 $9.7M 204k 47.45
2024-03-31 $10M 205k 49.24
2023-12-31 $9.8M 208k 47.24
2023-09-30 $8.8M 213k 41.42
2023-06-30 $9.3M 212k 43.80
2023-03-31 $8.4M 200k 41.93
2022-12-31 $7.9M 195k 40.51
2022-09-30 $7.4M 197k 37.80
2022-06-30 $7.6M 194k 38.99
2022-03-31 $8.8M 186k 47.36
2021-12-31 $8.9M 87k 102.40
2021-09-30 $8.7M 87k 100.10
2021-06-30 $9.3M 89k 104.18
2021-03-31 $2.5M 26k 99.68
2020-12-31 $8.2M 92k 89.00
2020-09-30 $6.4M 94k 68.32
2020-06-30 $6.0M 91k 65.34
2020-03-31 $1.3M 26k 51.54
2019-12-31 $1.2M 16k 75.66
2019-09-30 $1.4M 20k 69.72
2019-06-30 $764k 11k 71.48
2019-03-31 $658k 9.4k 69.90
2018-12-31 $612k 10k 60.68
2018-09-30 $789k 10k 76.17
2018-06-30 $454k 6.2k 73.56
2018-03-31 $264k 3.8k 69.13

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

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

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Bank of America Corporation
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
Savant Capital Management
UBS Group
Steele Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Small Cap ETF