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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Empower Advisory Group opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 12,698 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in SCHO as recently as Q3 2025.

Empower Advisory Group first reported a position in SCHO in Q1 2024 and has held it in 6 quarters since. The position peaked at $397K in Q1 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Empower Advisory Group held 12,698 shares of Schwab Short-Term US Treasury ETF worth $308K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Empower Advisory Group position in Q1 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #408 holding.
Empower Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 6 quarters since.
Empower Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $397K in Q1 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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