Empower Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Empower Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36B	Buy	37,697,754 +794,004	+2%	+$26.2M	3.25%	8
2026 Q1	$1.07B	Buy	36,903,750 +2,879,382	+8%	+$86.3M	2.79%	8
2025 Q4	$969M	Sell	34,024,368 -180,162	-0.5%	-$5.09M	2.62%	9
2025 Q3	$954M	Buy	34,204,530 +761,532	+2%	+$20.4M	2.65%	8
2025 Q2	$846M	Buy	33,442,998 +7,049,998	+27%	+$167M	2.53%	9
2025 Q1	$618M	Buy	26,393,000 +1,057,580	+4%	+$27M	2.02%	12
2024 Q4	$655M	Buy	25,335,420 +738,966	+3%	+$19.7M	2.21%	10
2024 Q3	$633M	Buy	24,596,454 +697,990	+3%	+$17.3M	2.14%	11
2024 Q2	$567M	Buy	23,898,464 +326,050	+1%	+$7.73M	2.1%	11
2024 Q1	$580M	Sell	23,572,414 -934,380	-4%	-$21.9M	2.17%	11
2023 Q4	$579M	Buy	24,506,794 +2,850,502	+13%	+$60.1M	2.28%	10
2023 Q3	$449M	Sell	21,656,292 -1,881,972	-8%	-$41.3M	1.98%	11
2023 Q2	$515M	Buy	23,538,264 +1,225,104	+5%	+$25.5M	2.22%	10
2023 Q1	$468M	Buy	+22,313,160	New	+$480M	2.1%	11

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empower Advisory Group's SCHA Position: Q2 2026 in Review

Empower Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, buying an estimated $26.2M and bringing the position to 37,697,754 shares worth $1.36B. The position accounts for 3.25% of the portfolio, ranked #8.

Empower Advisory Group first reported a position in SCHA in Q1 2023 and has held it in 14 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Empower Advisory Group held 37,697,754 shares of Schwab U.S Small- Cap ETF worth $1.36B as of Q2 2026.
Empower Advisory Group bought 794,004 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $26.2M.
Schwab U.S Small- Cap ETF made up 3.25% of Empower Advisory Group's portfolio in Q2 2026, its #8 holding.
Empower Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.