Schwab 1000 Index Etf etf shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) 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 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf 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 | $221k | 6.9k | 32.12 |
| 2025-06-30 | $277k | 9.3k | 29.82 |
| 2025-03-31 | $281k | 10k | 26.92 |
| 2024-12-31 | $296k | 10k | 28.31 |
| 2024-09-30 | $289k | 5.2k | 55.29 |
| 2024-06-30 | $266k | 5.1k | 52.33 |
| 2024-03-31 | $245k | 4.8k | 50.67 |
| 2023-12-31 | $262k | 5.7k | 46.06 |
| 2023-09-30 | $276k | 6.7k | 41.30 |
| 2023-06-30 | $257k | 6.0k | 42.79 |
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