Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Schwab Strategic Tr 0 shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) 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 0

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All positions including Schwab Strategic Tr 0 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 Strategic Tr 0 by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $753k 14k 52.20
2023-09-30 $899k 18k 50.49
2023-06-30 $1.4M 27k 52.43
2023-03-31 $1.7M 32k 53.61
2022-12-31 $1.6M 30k 51.79
2022-09-30 $1.8M 35k 51.81
2022-06-30 $2.3M 41k 55.80
2022-03-31 $3.0M 50k 60.71
2021-12-31 $2.7M 43k 62.88
2021-09-30 $2.5M 40k 62.59
2021-06-30 $2.0M 32k 62.52
2021-03-31 $1.8M 30k 61.15
2020-12-31 $2.0M 32k 62.08
2020-09-30 $2.0M 32k 61.64
2020-06-30 $1.9M 32k 60.03
2020-03-31 $1.9M 34k 57.50
2019-12-31 $1.9M 34k 56.63
2019-09-30 $2.3M 41k 56.76
2019-06-30 $1.8M 31k 56.32
2019-03-31 $1.6M 29k 54.98
2018-12-31 $1.5M 29k 53.24
2018-09-30 $1.8M 34k 53.95
2018-06-30 $1.7M 31k 54.89
2018-03-31 $1.8M 19k 96.94
2017-12-31 $1.7M 31k 55.44
2017-09-30 $1.8M 32k 55.26
2017-06-30 $1.8M 32k 55.05
2017-03-31 $1.8M 33k 55.53
2016-12-31 $1.9M 35k 54.84
2016-09-30 $1.9M 34k 57.07
2016-06-30 $1.9M 34k 56.47
2016-03-31 $1.9M 35k 55.53
2015-12-31 $2.6M 48k 53.12
2015-09-30 $3.9M 72k 53.67
2015-06-30 $4.8M 89k 54.21
2015-03-31 $6.1M 112k 54.92
2014-12-31 $9.2M 170k 54.24
2014-09-30 $19M 348k 54.18
2014-06-30 $26M 472k 55.70
2014-03-31 $24M 443k 53.95
2013-12-31 $22M 420k 52.77
2013-09-30 $21M 387k 54.06
2013-06-30 $21M 395k 53.81
2013-03-31 $24M 404k 58.03
2012-12-31 $16M 274k 58.30
2012-09-30 $15M 261k 58.37
2012-06-30 $14M 239k 57.38
2012-03-31 $12M 216k 55.95
2011-12-31 $9.1M 164k 55.62
2011-09-30 $6.6M 121k 54.43
2011-06-30 $3.2M 61k 52.59
2011-03-31 $1.5M 28k 52.46

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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
HPM Partners
Quadratic Capital Management
Goldman Sachs Group
Jpmorgan Chase & Co
Franklin Resources
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Charles Schwab Investment Management
Alesco Advisors
Jasper Ridge Partners
Perella Weinberg Partners Capital Management
UBS Group

View all funds holding Schwab Strategic Tr 0