Empower Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1M Sell
506,851
-75,123
-13% -$1.79M 0.04% 154
2025
Q1
$12.5M Sell
581,974
-4,310,296
-88% -$92.8M 0.04% 153
2024
Q4
$111M Buy
4,892,270
+4,295,126
+719% +$97.5M 0.37% 50
2024
Q3
$13.2M Sell
597,144
-19,149
-3% -$425K 0.04% 149
2024
Q2
$12.9M Buy
616,293
+26,088
+4% +$547K 0.05% 145
2024
Q1
$12M Buy
590,205
+2,835
+0.5% +$57.7K 0.05% 150
2023
Q4
$10.9M Buy
587,370
+70,539
+14% +$1.31M 0.04% 164
2023
Q3
$8.59M Buy
516,831
+5,169
+1% +$85.9K 0.04% 162
2023
Q2
$8.82M Sell
511,662
-71,532
-12% -$1.23M 0.04% 175
2023
Q1
$9.33M Buy
+583,194
New +$9.33M 0.04% 174