Schwab Strategic Tr cmn shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) 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 cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 138k | 80.37 |
| 2024-06-30 | $10M | 139k | 74.08 |
| 2024-03-31 | $11M | 143k | 75.98 |
| 2023-12-31 | $10M | 143k | 70.10 |
| 2023-09-30 | $10M | 157k | 64.46 |
| 2023-06-30 | $11M | 158k | 67.09 |
| 2023-03-31 | $10M | 158k | 65.58 |
| 2022-12-31 | $10M | 154k | 66.02 |
| 2022-09-30 | $9.2M | 158k | 58.51 |
| 2022-06-30 | $8.8M | 141k | 62.42 |
| 2022-03-31 | $7.1M | 99k | 71.40 |
| 2021-12-31 | $7.0M | 96k | 73.22 |
| 2021-09-30 | $6.3M | 93k | 67.48 |
| 2021-06-30 | $6.4M | 94k | 68.37 |
| 2021-03-31 | $6.4M | 98k | 65.28 |
| 2020-12-31 | $6.0M | 100k | 59.53 |
| 2020-09-30 | $4.9M | 93k | 52.19 |
| 2020-06-30 | $4.3M | 86k | 50.11 |
| 2020-03-31 | $3.6M | 82k | 44.27 |
| 2019-12-31 | $612k | 10k | 60.16 |
| 2019-09-30 | $577k | 10k | 56.72 |
| 2019-06-30 | $311k | 5.5k | 56.21 |
| 2019-03-31 | $292k | 5.3k | 54.79 |
| 2018-12-31 | $276k | 5.6k | 49.34 |
| 2018-09-30 | $245k | 4.4k | 55.97 |
| 2018-06-30 | $233k | 4.4k | 53.23 |
| 2018-03-31 | $264k | 5.2k | 50.37 |
| 2017-12-31 | $239k | 4.4k | 54.60 |
| 2017-09-30 | $227k | 4.4k | 51.86 |
| 2017-06-30 | $220k | 4.4k | 50.26 |
| 2017-03-31 | $217k | 4.4k | 49.58 |
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