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Disclosery

Empirical Asset Management, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on SCHZ, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 60,286 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,286 shares
    Change vs previous 13F +3,428 shares

    0.31% of the 13F portfolio, value $1,394,424.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,858 shares
    Change vs previous 13F +2,059 shares

    0.35% of the 13F portfolio, value $1,320,238.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,799 shares
    Change vs previous 13F -4,305 shares

    0.36% of the 13F portfolio, value $1,280,644.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,104 shares
    Change vs previous 13F +1,275 shares

    0.39% of the 13F portfolio, value $1,387,181.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,829 shares
    Change vs previous 13F -8,890 shares

    0.42% of the 13F portfolio, value $1,343,944.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,719 shares
    Change vs previous 13F +6,992 shares

    0.53% of the 13F portfolio, value $1,545,218.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,727 shares
    Change vs previous 13F +34,494 shares

    0.45% of the 13F portfolio, value $1,355,796.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,233 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,199,057.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).