Empower Advisory Group
SCHB icon

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

Empower Advisory Group’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
2026
Q2 		$13M Sell
448,366
-2,612
-0.6% -$73.1K 0.03% 162
2026
Q1 		$11.3M Sell
450,978
-138,537
-24% -$3.64M 0.03% 160
2025
Q4 		$15.5M Buy
589,515
+111,614
+23% +$2.91M 0.04% 150
2025
Q3 		$12.3M Sell
477,901
-28,950
-6% -$717K 0.03% 152
2025
Q2 		$12.1M Sell
506,851
-75,123
-13% -$1.65M 0.04% 154
2025
Q1 		$12.5M Sell
581,974
-4,310,296
-88% -$98.1M 0.04% 153
2024
Q4 		$111M Buy
4,892,270
+4,295,126
+719% +$98.1M 0.37% 50
2024
Q3 		$13.2M Sell
597,144
-19,149
-3% -$409K 0.04% 149
2024
Q2 		$12.9M Buy
616,293
+26,088
+4% +$529K 0.05% 145
2024
Q1 		$12M Buy
590,205
+2,835
+0.5% +$54.9K 0.05% 150
2023
Q4 		$10.9M Buy
587,370
+70,539
+14% +$1.22M 0.04% 164
2023
Q3 		$8.59M Buy
516,831
+5,169
+1% +$89.5K 0.04% 162
2023
Q2 		$8.82M Sell
511,662
-71,532
-12% -$1.17M 0.04% 175
2023
Q1 		$9.33M Buy
+583,194
New +$9.12M 0.04% 174

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

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

Empower Advisory Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.58% in Q2 2026, selling an estimated $73.1K and leaving 448,366 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #162.

Empower Advisory Group first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. The position peaked at $111M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Empower Advisory Group held 448,366 shares of Schwab US Broad Market ETF worth $13M as of Q2 2026.
  • Empower Advisory Group sold 2,612 Schwab US Broad Market ETF shares in Q2 2026, an estimated $73.1K.
  • Schwab US Broad Market ETF made up 0.03% of Empower Advisory Group's portfolio in Q2 2026, its #162 holding.
  • Empower Advisory Group first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Schwab US Broad Market ETF position peaked at $111M in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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