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

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

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) 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 Broad Market ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 225k 25.71
2025-06-30 $2.9M 120k 23.83
2025-03-31 $2.6M 121k 21.53
2024-12-31 $2.1M 94k 22.70
2024-09-30 $2.1M 31k 66.52
2024-06-30 $1.9M 31k 62.87
2024-03-31 $2.0M 33k 61.05
2023-12-31 $2.0M 36k 55.67
2023-09-30 $1.9M 38k 49.85
2023-06-30 $2.4M 46k 51.70
2023-03-31 $1.9M 39k 47.85
2022-12-31 $1.8M 40k 44.81
2022-09-30 $1.8M 42k 41.98
2022-06-30 $2.0M 44k 44.19
2022-03-31 $2.0M 37k 53.40
2021-12-31 $2.1M 19k 113.03
2021-09-30 $1.8M 18k 103.85
2021-06-30 $1.9M 18k 104.29
2021-03-31 $1.7M 17k 96.71
2020-12-31 $1.5M 16k 90.99
2020-09-30 $1.3M 16k 79.66
2020-06-30 $1.1M 15k 73.49
2020-03-31 $1.0M 17k 60.40
2019-12-31 $1.2M 16k 76.89
2019-09-30 $1.2M 17k 71.02
2019-06-30 $1.3M 18k 70.54
2019-03-31 $1.1M 16k 68.02
2018-12-31 $1.0M 17k 59.92
2018-09-30 $232k 3.3k 70.50
2018-06-30 $294k 4.5k 65.90
2018-03-31 $210k 1.9k 108.98
2017-12-31 $212k 3.3k 64.63
2017-09-30 $203k 3.3k 60.89
2012-03-31 $19M 435k 44.20

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

Top funds holding Schwab U S Broad Market ETF

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View all funds holding Schwab U S Broad Market ETF