Charles Schwab Corporation shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) 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 Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.7M | 98k | 68.80 |
| 2023-09-30 | $5.2M | 95k | 54.90 |
| 2023-06-30 | $5.4M | 95k | 56.68 |
| 2023-03-31 | $2.1M | 40k | 52.38 |
| 2022-12-31 | $2.6M | 32k | 83.26 |
| 2022-09-30 | $2.7M | 38k | 71.86 |
| 2022-06-30 | $2.0M | 32k | 63.18 |
| 2022-03-31 | $2.7M | 32k | 84.31 |
| 2021-12-31 | $3.7M | 44k | 84.10 |
| 2021-09-30 | $2.9M | 40k | 72.85 |
| 2021-06-30 | $638k | 8.8k | 72.81 |
| 2021-03-31 | $403k | 6.2k | 65.11 |
| 2020-12-31 | $447k | 8.4k | 53.02 |
| 2020-09-30 | $280k | 7.7k | 36.19 |
| 2020-06-30 | $213k | 6.3k | 33.74 |
| 2020-03-31 | $231k | 6.9k | 33.66 |
| 2019-12-31 | $733k | 15k | 47.54 |
| 2019-09-30 | $642k | 15k | 41.85 |
| 2019-06-30 | $453k | 11k | 40.16 |
| 2019-03-31 | $261k | 6.1k | 42.81 |
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