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

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

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) 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 us aggregate b

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 85k 47.52
2024-06-30 $4.0M 88k 45.58
2024-03-31 $4.2M 91k 46.00
2023-12-31 $4.0M 85k 46.62
2023-09-30 $3.8M 86k 44.23
2023-06-30 $3.8M 82k 46.16
2023-03-31 $3.6M 78k 46.91
2022-12-31 $3.7M 81k 45.65
2022-09-30 $3.7M 82k 45.31
2022-06-30 $4.4M 92k 47.87
2022-03-31 $4.8M 95k 50.58
2021-12-31 $5.2M 96k 53.90
2021-09-30 $5.1M 94k 54.26
2021-06-30 $5.2M 96k 54.60
2021-03-31 $4.9M 91k 53.95
2020-12-31 $4.9M 87k 56.03
2020-09-30 $4.8M 86k 56.08
2020-06-30 $4.9M 87k 56.24
2020-03-31 $4.9M 90k 54.26
2019-12-31 $5.0M 94k 53.43
2019-09-30 $5.3M 98k 53.85
2019-06-30 $5.1M 96k 53.00
2019-03-31 $4.8M 93k 51.88
2018-12-31 $4.8M 96k 50.59
2018-09-30 $5.0M 100k 50.25
2018-06-30 $4.7M 93k 50.64
2018-03-31 $4.9M 51k 95.89
2017-12-31 $4.6M 89k 52.04
2017-09-30 $4.6M 89k 52.36
2017-06-30 $4.6M 89k 52.25
2017-03-31 $4.4M 85k 51.78
2016-12-31 $4.2M 82k 51.50
2016-09-30 $4.2M 78k 53.67
2016-06-30 $4.2M 77k 53.71
2016-03-31 $4.1M 77k 52.82
2015-12-31 $4.4M 86k 51.50
2015-09-30 $3.9M 76k 52.14
2015-06-30 $3.8M 73k 51.72
2015-03-31 $3.9M 73k 52.91
2014-12-31 $3.9M 75k 52.36
2014-09-30 $3.9M 75k 51.76
2014-06-30 $3.7M 71k 51.90
2014-03-31 $3.0M 59k 51.14
2013-12-31 $2.6M 52k 50.30
2013-09-30 $1.7M 33k 50.82
2013-06-30 $692k 14k 50.53

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Ishares Core Msci Emkt (IEMG)
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Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

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

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b