Empower Advisory Group
SCHP icon

Empower Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Empower Advisory Group’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41B Buy
53,127,493
+3,460,522
+7% +$92.3M 3.67% 6
2025
Q4 		$1.32B Buy
49,666,971
+4,063,320
+9% +$109M 3.55% 6
2025
Q3 		$1.23B Buy
45,603,651
+2,925,887
+7% +$78.3M 3.41% 6
2025
Q2 		$1.14B Buy
42,677,764
+2,007,959
+5% +$53.1M 3.41% 7
2025
Q1 		$1.09B Buy
40,669,805
+2,368,720
+6% +$62.3M 3.57% 6
2024
Q4 		$989M Buy
38,301,085
+2,829,367
+8% +$74.4M 3.33% 7
2024
Q3 		$951M Buy
35,471,718
+1,714,834
+5% +$45.3M 3.22% 7
2024
Q2 		$878M Buy
33,756,884
+1,899,368
+6% +$49.1M 3.26% 7
2024
Q1 		$831M Buy
31,857,516
+7,301,932
+30% +$189M 3.11% 7
2023
Q4 		$641M Sell
24,555,584
-493,982
-2% -$12.6M 2.52% 7
2023
Q3 		$632M Buy
25,049,566
+4,999,016
+25% +$129M 2.8% 7
2023
Q2 		$526M Buy
20,050,550
+985,508
+5% +$26.1M 2.27% 8
2023
Q1 		$511M Buy
+19,065,042
New +$502M 2.3% 10

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MERSOM
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QCM
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JP Morgan Chase
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Bank of America
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EW
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Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return