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

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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
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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Ishares Tr Msci Usa Mmentm (MTUM)
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 Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF