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
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 $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return