Empirical Finance, LLC

Position in SCHW — Schwab Charles Corp

CIK 1572838 NEWTOWN SQUARE, PA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,719,241

+$101,346 QoQ

Shares Held

51,146

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#660

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Empirical Finance, LLC holds $28,488,775 across 3 Capital Markets names. SCHW ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	58,732	$12,277,337
2	GS	Goldman Sachs Group Inc	11,363	$11,492,197
3	SCHW	Schwab Charles Corp This page	51,146	$4,719,241

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,719,241	51,146	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$4,617,895	49,137	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$4,912,274	49,167	-4.1%	Shares	Sole	2026-02-12
2025-09-30	$4,892,646	51,248	+1.1%	Shares	Sole	2025-11-13
2025-06-30	$4,622,948	50,668	+0.9%	Shares	Sole	2025-08-11
2025-03-31	$3,930,595	50,212	+1.7%	Shares	Sole	2025-05-07
2024-12-31	$3,653,429	49,364	-1.1%	Shares	Sole	2025-01-28
2024-09-30	$3,236,287	49,935	+2.2%	Shares	Sole	2024-11-06
2024-06-30	$3,602,188	48,883	-6.2%	Shares	Sole	2024-07-30
2024-03-31	$3,770,360	52,120	+3.6%	Shares	Sole	2024-05-06
2023-12-31	$3,462,291	50,324	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$2,750,215	50,095	+11.7%	Shares	Sole	2023-11-02
2023-06-30	$2,542,098	44,850	+12.2%	Shares	Sole	2023-07-27
2023-03-31	$2,093,890	39,975	+6.0%	Shares	Sole	2023-04-05
2022-12-31	$3,138,818	37,699	+9.7%	Shares	Sole	2023-02-21
2022-09-30	$2,469,309	34,358	+21.5%	Shares	Sole	2022-11-04
2022-06-30	$1,786,414	28,275	+6.1%	Shares	Sole	2022-08-01
2022-03-31	$2,247,367	26,656	+13.0%	Shares	Sole	2022-04-21
2021-12-31	$1,983,834	23,589	+40.8%	Shares	Sole	2022-02-04
2021-09-30	$1,220,507	16,756	+31.2%	Shares	Sole	2021-11-12
2021-06-30	$929,783	12,770	0.0%	Shares	Sole	2021-08-04
2021-03-31	$832,348	12,770	0.0%	Shares	Sole	2021-05-13
2020-12-31	$677,320	12,770	+30.4%	Shares	Sole	2021-02-02
2020-09-30	$354,764	9,792	+251.5%	Shares	Sole	2020-10-28
2020-06-30	$93,999	2,786	-59.1%	Shares	Sole	2020-07-20
2020-03-31	$228,918	6,809	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.