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Empirical Finance, LLC: SCHW position timeline

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

Empirical Finance, LLC held 51,146 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,146 shares
    Change vs previous 13F +2,009 shares

    0.2% of the 13F portfolio, value $4,719,241.

    13F-HR 0001572838-26-000007 filed by Empirical Finance, 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/A 49,137 shares
    Change vs previous 13F -30 shares

    0.22% of the 13F portfolio, value $4,617,895.

    13F-HR/A 0001572838-26-000006 filed by Empirical Finance, 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 49,167 shares
    Change vs previous 13F -2,081 shares

    0.23% of the 13F portfolio, value $4,912,275.

    13F-HR 0001572838-26-000004 filed by Empirical Finance, 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 51,248 shares
    Change vs previous 13F +580 shares

    0.23% of the 13F portfolio, value $4,892,647.

    13F-HR 0001572838-25-000012 filed by Empirical Finance, 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 50,668 shares
    Change vs previous 13F +456 shares

    0.24% of the 13F portfolio, value $4,622,948.

    13F-HR 0001592828-25-000010 filed by Empirical Finance, 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 50,212 shares
    Change vs previous 13F +848 shares

    0.24% of the 13F portfolio, value $3,930,595.

    13F-HR 0001572838-25-000006 filed by Empirical Finance, 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 49,364 shares
    Change vs previous 13F -571 shares

    0.21% of the 13F portfolio, value $3,653,430.

    13F-HR 0001592828-25-000002 filed by Empirical Finance, 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 49,935 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,236,287.

    13F-HR 0001572838-24-000014 filed by Empirical Finance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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