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Schwab U S Broad Market ETF shares owned by Empirical Asset Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Empirical Asset Management from 13F filings

Historical chart of Empirical Asset Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Empirical Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Empirical Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 10k 25.71
2025-06-30 $215k 9.0k 23.83
2024-12-31 $242k 11k 22.70
2024-09-30 $234k 3.5k 66.51
2024-06-30 $220k 3.5k 62.87
2024-03-31 $209k 3.4k 61.05

More positions owned by Empirical Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Meta Platforms Cl A (META)
Home Depot (HD)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Uscf Etf Tr Summerhaven K1 (SDCI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Empirical Asset Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF