Schwab Strategic Tr us dividend eq shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) 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 Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 96k | 27.30 |
| 2025-06-30 | $2.1M | 80k | 26.50 |
| 2025-03-31 | $1.9M | 69k | 27.96 |
| 2024-12-31 | $1.9M | 70k | 27.32 |
| 2024-09-30 | $1.8M | 22k | 84.53 |
| 2024-06-30 | $1.9M | 24k | 77.76 |
| 2024-03-31 | $1.8M | 23k | 80.63 |
| 2023-12-31 | $1.6M | 21k | 76.13 |
| 2023-09-30 | $1.4M | 20k | 70.76 |
| 2023-06-30 | $1.4M | 20k | 72.62 |
| 2023-03-31 | $1.8M | 25k | 73.16 |
| 2022-12-31 | $1.7M | 23k | 75.54 |
| 2022-09-30 | $1.5M | 23k | 66.42 |
| 2022-06-30 | $1.6M | 22k | 71.64 |
| 2022-03-31 | $1.6M | 20k | 78.91 |
| 2021-12-31 | $967k | 12k | 80.85 |
| 2021-09-30 | $645k | 8.7k | 74.27 |
| 2021-06-30 | $446k | 5.9k | 75.67 |
| 2021-03-31 | $426k | 5.8k | 72.90 |
| 2020-09-30 | $461k | 8.3k | 55.33 |
| 2020-06-30 | $519k | 10k | 51.78 |
| 2020-03-31 | $523k | 12k | 44.95 |
| 2019-12-31 | $399k | 6.9k | 57.88 |
| 2019-09-30 | $510k | 9.3k | 54.82 |
| 2019-06-30 | $483k | 9.1k | 53.09 |
| 2019-03-31 | $258k | 4.9k | 52.30 |
| 2018-03-31 | $281k | 5.7k | 49.68 |
| 2017-12-31 | $288k | 5.6k | 51.17 |
| 2017-09-30 | $249k | 5.3k | 46.80 |
| 2017-06-30 | $228k | 5.0k | 45.18 |
| 2017-03-31 | $220k | 4.9k | 44.65 |
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