Empower Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Sell	12,473 -225	-2%	-$5.44K	﹤0.01%	438
2026 Q1	$308K	Buy	+12,698	New	+$309K	﹤0.01%	408
2025 Q4	–	Sell	-10,646	Closed	-$260K	–	541
2025 Q3	$260K	Buy	10,646 +2,078	+24%	+$50.6K	﹤0.01%	457
2025 Q2	$209K	Sell	8,568 -481	-5%	-$11.7K	﹤0.01%	479
2025 Q1	$220K	Sell	9,049 -36	-0.4%	-$872	﹤0.01%	466
2024 Q4	$219K	Buy	+9,085	New	+$220K	﹤0.01%	469
2024 Q2	–	Sell	-16,456	Closed	-$397K	–	515
2024 Q1	$397K	Buy	+16,456	New	+$397K	﹤0.01%	348

Other funds holding SCHO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Empower Advisory Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q2 2026, selling an estimated $5.44K and leaving 12,473 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Empower Advisory Group first reported a position in SCHO in Q1 2024 and has held it in 7 quarters since. The position peaked at $397K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Empower Advisory Group held 12,473 shares of Schwab Short-Term US Treasury ETF worth $301K as of Q2 2026.
Empower Advisory Group sold 225 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.44K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #438 holding.
Empower Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 7 quarters since.
Empower Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $397K in Q1 2024.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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