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 |
|