Empower Advisory Group
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Empower Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Empower Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Buy
+8,588
New +$267K ﹤0.01% 451
2025
Q4 		– Sell
-10,687
Closed -$341K – 540
2025
Q3 		$341K Buy
10,687
+1,082
+11% +$33K ﹤0.01% 405
2025
Q2 		$281K Sell
9,605
-5,641
-37% -$149K ﹤0.01% 417
2025
Q1 		$382K Sell
15,246
-114
-0.7% -$3.12K ﹤0.01% 357
2024
Q4 		$428K Buy
15,360
+6,700
+77% +$183K ﹤0.01% 345
2024
Q3 		$226K Sell
8,660
-7,512
-46% -$189K ﹤0.01% 456
2024
Q2 		$408K Buy
16,172
+2,460
+18% +$58K ﹤0.01% 340
2024
Q1 		$318K Sell
13,712
-716
-5% -$15.8K ﹤0.01% 392
2023
Q4 		$299K Sell
14,428
-6,816
-32% -$132K ﹤0.01% 396
2023
Q3 		$386K Sell
21,244
-52
-0.2% -$979 ﹤0.01% 331
2023
Q2 		$399K Buy
+21,296
New +$365K ﹤0.01% 340

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Empower Advisory Group's SCHG Position: Q1 2026 in Review

Empower Advisory Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 8,588 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in SCHG as recently as Q3 2025.

Empower Advisory Group first reported a position in SCHG in Q2 2023 and has held it in 11 quarters since. The position peaked at $428K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Empower Advisory Group held 8,588 shares of Schwab US Large-Cap Growth ETF worth $250K as of Q1 2026.
  • Schwab US Large-Cap Growth ETF was a new Empower Advisory Group position in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #451 holding.
  • Empower Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 11 quarters since.
  • Empower Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $428K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.