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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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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Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

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

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Rainey & Randall Investment Management
Financial Advisors
HighTower Advisors
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn