Schwab Charles Corp

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/16/2026

Shares

119,535

Value ($000)

11,943

Weight

0.2%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/16/2026	11,943	0.2%	119,535	12/31/2025
2025 Q3	11/10/2025	11,478	0.2%	120,223	9/30/2025
2025 Q2	7/21/2025	10,882	0.2%	119,273	6/30/2025
2025 Q1	5/8/2025	9,332	0.2%	119,211	3/31/2025
2024 Q4	1/22/2025	7,759	0.2%	104,832	12/31/2024
2024 Q3	11/1/2024	6,562	0.2%	101,245	9/30/2024
2024 Q2	8/9/2024	7,575	0.2%	102,797	6/30/2024
2024 Q1	5/7/2024	7,563	0.2%	104,554	3/31/2024
2023 Q4	2/6/2024	6,717	0.2%	97,631	12/31/2023
2023 Q3	11/3/2023	5,204	0.2%	94,790	9/30/2023
2023 Q2	8/11/2023	5,390	0.2%	95,103	6/30/2023
2023 Q1	5/9/2023	2,114	0.1%	40,354	3/31/2023
2022 Q4	2/8/2023	2,621	0.1%	31,476	12/31/2022
2022 Q3	11/3/2022	2,734	0.1%	38,047	9/30/2022
2022 Q2	8/2/2022	1,991	0.1%	31,514	6/30/2022
2022 Q1	5/13/2022	2,687	0.1%	31,872	3/31/2022
2021 Q4	2/14/2022	3,725	0.2%	44,292	12/31/2021
2021 Q3	11/2/2021	2,923	0.2%	40,124	9/30/2021
2021 Q2	8/12/2021	638	0.0%	8,762	6/30/2021
2021 Q1	5/17/2021	403	0.0%	6,190	3/31/2021
2020 Q4	2/12/2021	447	0.0%	8,430	12/31/2020
2020 Q3	11/12/2020	280	0.0%	7,737	9/30/2020
2020 Q2	8/12/2020	213	0.0%	6,313	6/30/2020
2020 Q1	5/11/2020	231	0.0%	6,863	3/31/2020
2019 Q4	2/13/2020	733	0.1%	15,419	12/31/2019