Schwab Strategic Tr us reit etf shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) 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 reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 182k | 23.17 |
| 2024-06-30 | $4.8M | 240k | 19.97 |
| 2024-03-31 | $4.8M | 237k | 20.30 |
| 2023-12-31 | $5.0M | 242k | 20.71 |
| 2023-09-30 | $3.5M | 194k | 17.75 |
| 2023-06-30 | $3.9M | 199k | 19.53 |
| 2023-03-31 | $3.7M | 189k | 19.50 |
| 2022-12-31 | $3.3M | 172k | 19.29 |
| 2022-09-30 | $2.7M | 146k | 18.69 |
| 2022-06-30 | $2.6M | 125k | 21.09 |
| 2022-03-31 | $2.0M | 82k | 24.89 |
| 2021-12-31 | $2.1M | 39k | 52.69 |
| 2021-09-30 | $1.8M | 39k | 45.68 |
| 2021-06-30 | $1.8M | 40k | 45.78 |
| 2021-03-31 | $1.5M | 37k | 41.08 |
| 2020-12-31 | $1.4M | 38k | 37.97 |
| 2020-09-30 | $1.4M | 41k | 35.37 |
| 2020-06-30 | $1.4M | 40k | 35.22 |
| 2020-03-31 | $859k | 26k | 32.73 |
| 2019-12-31 | $503k | 11k | 45.92 |
| 2019-09-30 | $591k | 13k | 47.19 |
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