Schwab U S Large Cap Growth ETF shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) 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 Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth 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 Large Cap Growth 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 | $3.5M | 110k | 31.91 |
| 2025-06-30 | $3.2M | 110k | 29.21 |
| 2025-03-31 | $2.0M | 81k | 25.04 |
| 2024-12-31 | $2.3M | 82k | 27.87 |
| 2024-09-30 | $2.0M | 19k | 104.18 |
| 2024-06-30 | $2.0M | 20k | 100.84 |
| 2024-03-31 | $1.8M | 20k | 92.72 |
| 2023-12-31 | $766k | 9.2k | 82.96 |
| 2023-09-30 | $784k | 11k | 72.72 |
| 2023-06-30 | $652k | 8.7k | 74.95 |
| 2023-03-31 | $480k | 7.4k | 65.17 |
| 2022-12-31 | $478k | 8.6k | 55.56 |
| 2022-09-30 | $734k | 13k | 55.79 |
| 2022-06-30 | $754k | 13k | 58.02 |
| 2022-03-31 | $458k | 6.1k | 74.76 |
| 2021-12-31 | $421k | 2.6k | 163.62 |
| 2021-09-30 | $263k | 1.8k | 148.25 |
| 2021-06-30 | $268k | 1.8k | 145.73 |
| 2020-12-31 | $260k | 2.0k | 128.33 |
| 2020-09-30 | $752k | 6.5k | 115.25 |
| 2020-06-30 | $662k | 6.5k | 101.58 |
| 2020-03-31 | $522k | 6.6k | 79.67 |
| 2019-12-31 | $643k | 6.9k | 92.93 |
| 2019-09-30 | $524k | 6.2k | 84.08 |
| 2019-06-30 | $273k | 3.3k | 83.16 |
| 2019-03-31 | $252k | 3.2k | 79.27 |
| 2018-12-31 | $203k | 2.9k | 69.09 |
| 2018-09-30 | $272k | 3.3k | 82.03 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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