Empower Advisory Group
SCHH icon

Empower Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Empower Advisory Group’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
58,330
-1,676
-3% -$39.1K ﹤0.01% 236
2026
Q1 		$1.29M Sell
60,006
-28,931
-33% -$634K ﹤0.01% 226
2025
Q4 		$1.86M Buy
88,937
+25,983
+41% +$551K 0.01% 213
2025
Q3 		$1.36M Buy
62,954
+131
+0.2% +$2.79K ﹤0.01% 230
2025
Q2 		$1.33M Buy
62,823
+2,168
+4% +$45.4K ﹤0.01% 225
2025
Q1 		$1.3M Buy
60,655
+2,985
+5% +$63.8K ﹤0.01% 225
2024
Q4 		$1.21M Buy
57,670
+7,112
+14% +$159K ﹤0.01% 228
2024
Q3 		$1.17M Sell
50,558
-2,105
-4% -$46.1K ﹤0.01% 223
2024
Q2 		$1.05M Sell
52,663
-50,354
-49% -$982K ﹤0.01% 222
2024
Q1 		$2.09M Sell
103,017
-2,618
-2% -$52.5K 0.01% 202
2023
Q4 		$2.19M Buy
105,635
+38,195
+57% +$710K 0.01% 205
2023
Q3 		$1.2M Sell
67,440
-3,242
-5% -$62.4K 0.01% 220
2023
Q2 		$1.38M Sell
70,682
-6,269
-8% -$120K 0.01% 225
2023
Q1 		$1.49M Buy
+76,951
New +$1.54M 0.01% 221

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Empower Advisory Group reduced its Schwab US REIT ETF (SCHH) stake by 2.8% in Q2 2026, selling an estimated $39.1K and leaving 58,330 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Empower Advisory Group first reported a position in SCHH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.19M in Q4 2023. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Empower Advisory Group held 58,330 shares of Schwab US REIT ETF worth $1.38M as of Q2 2026.
  • Empower Advisory Group sold 1,676 Schwab US REIT ETF shares in Q2 2026, an estimated $39.1K.
  • Schwab US REIT ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #236 holding.
  • Empower Advisory Group first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Schwab US REIT ETF position peaked at $2.19M in Q4 2023.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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