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Disclosery

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: SCHZ position timeline

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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 136,632 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,632 shares
    Change vs previous 13F -3,580 shares

    0.05% of the 13F portfolio, value $3,160,293.

    13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 140,212 shares
    Change vs previous 13F -22,399 shares

    0.06% of the 13F portfolio, value $3,255,720.

    13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 162,611 shares
    Change vs previous 13F +11,169 shares

    0.07% of the 13F portfolio, value $3,800,222.

    13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 151,442 shares
    Change vs previous 13F -6,703 shares

    0.07% of the 13F portfolio, value $3,554,351.

    13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 158,145 shares
    Change vs previous 13F -7,378 shares

    0.08% of the 13F portfolio, value $3,675,279.

    13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 165,523 shares
    Change vs previous 13F +6,507 shares

    0.1% of the 13F portfolio, value $3,833,518.

    13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 159,016 shares
    Change vs previous 13F +73,950 shares

    0.1% of the 13F portfolio, value $3,609,657.

    13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 85,066 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,042,317.

    13F-HR 0001085146-24-005297 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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