Empower Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	34,591 -5,138	-13%	-$163K	﹤0.01%	247
2026 Q1	$1.22M	Sell	39,729 -12,037	-23%	-$365K	﹤0.01%	232
2025 Q4	$1.42M	Sell	51,766 -20,286	-28%	-$552K	﹤0.01%	227
2025 Q3	$1.97M	Buy	72,052 +6,557	+10%	+$179K	0.01%	210
2025 Q2	$1.74M	Buy	65,495 +10,168	+18%	+$266K	0.01%	212
2025 Q1	$1.55M	Sell	55,327 -1,995	-3%	-$55.6K	0.01%	212
2024 Q4	$1.57M	Sell	57,322 -3,725	-6%	-$106K	0.01%	214
2024 Q3	$1.72M	Buy	61,047 +15,324	+34%	+$417K	0.01%	204
2024 Q2	$1.19M	Sell	45,723 -885	-2%	-$23K	﹤0.01%	216
2024 Q1	$1.25M	Buy	46,608 +1,275	+3%	+$32.9K	﹤0.01%	218
2023 Q4	$1.15M	Sell	45,333 -954	-2%	-$22.7K	﹤0.01%	228
2023 Q3	$1.09M	Buy	46,287 +1,287	+3%	+$31.6K	﹤0.01%	226
2023 Q2	$1.09M	Sell	45,000 -1,359	-3%	-$32.5K	﹤0.01%	233
2023 Q1	$1.14M	Buy	+46,359	New	+$1.16M	0.01%	233

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Empower Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, selling an estimated $163K and leaving 34,591 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Empower Advisory Group first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.97M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Empower Advisory Group held 34,591 shares of Schwab US Dividend Equity ETF worth $1.1M as of Q2 2026.
Empower Advisory Group sold 5,138 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $163K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #247 holding.
Empower Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's Schwab US Dividend Equity ETF position peaked at $1.97M in Q3 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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