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Empirical Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Empirical Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,040
Closed -$258K – 381
2025
Q3 		$258K Buy
10,040
+1,033
+11% +$25.6K 0.07% 312
2025
Q2 		$215K Buy
+9,007
New +$198K 0.07% 296
2025
Q1 		– Sell
-10,640
Closed -$242K – 435
2024
Q4 		$242K Buy
10,640
+77
+0.7% +$1.76K 0.08% 266
2024
Q3 		$234K Buy
10,563
+90
+0.9% +$1.92K 0.08% 259
2024
Q2 		$219K Buy
10,473
+192
+2% +$3.89K 0.08% 296
2024
Q1 		$209K Buy
+10,281
New +$199K 0.1% 253

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Empirical Asset Management's SCHB Position: Q4 2025 in Review

Empirical Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 10,040 shares — an estimated $258K sold.

Empirical Asset Management first reported a position in SCHB in Q1 2024 and held it in 6 quarters. The position peaked at $258K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Empirical Asset Management reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Empirical Asset Management sold 10,040 Schwab US Broad Market ETF shares in Q4 2025, an estimated $258K.
  • Empirical Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 6 quarters.
  • Empirical Asset Management's Schwab US Broad Market ETF position peaked at $258K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.