Empower Advisory Group
SCHM icon

Empower Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Empower Advisory Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Buy
9,492
+463
+5% +$15.9K ﹤0.01% 407
2026
Q1 		$280K Buy
9,029
+1,601
+22% +$51K ﹤0.01% 431
2025
Q4 		$223K Sell
7,428
-672
-8% -$20K ﹤0.01% 462
2025
Q3 		$240K Sell
8,100
-606
-7% -$17.6K ﹤0.01% 477
2025
Q2 		$244K Sell
8,706
-552
-6% -$14.6K ﹤0.01% 447
2025
Q1 		$243K Sell
9,258
-2,904
-24% -$80.9K ﹤0.01% 440
2024
Q4 		$337K Buy
12,162
+2,256
+23% +$64.3K ﹤0.01% 385
2024
Q3 		$274K Buy
9,906
+1,710
+21% +$45.5K ﹤0.01% 421
2024
Q2 		$213K Sell
8,196
-789
-9% -$20.6K ﹤0.01% 471
2024
Q1 		$244K Sell
8,985
-4,536
-34% -$116K ﹤0.01% 453
2023
Q4 		$339K Sell
13,521
-600
-4% -$13.7K ﹤0.01% 368
2023
Q3 		$319K Sell
14,121
-2,364
-14% -$56K ﹤0.01% 363
2023
Q2 		$390K Buy
16,485
+5,409
+49% +$122K ﹤0.01% 344
2023
Q1 		$250K Buy
+11,076
New +$255K ﹤0.01% 428

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Empower Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 9,492 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Empower Advisory Group first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $390K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Empower Advisory Group held 9,492 shares of Schwab US Mid-Cap ETF worth $350K as of Q2 2026.
  • Empower Advisory Group bought 463 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.9K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #407 holding.
  • Empower Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Schwab US Mid-Cap ETF position peaked at $390K in Q2 2023.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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