Empower Advisory Group
SCHR

Empower Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Empower Advisory Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$662K Buy
26,561
+3,236
+14% +$81.1K ﹤0.01% 287
2025
Q4 		$585K Buy
23,325
+1,382
+6% +$34.8K ﹤0.01% 311
2025
Q3 		$551K Buy
21,943
+243
+1% +$6.07K ﹤0.01% 326
2025
Q2 		$543K Buy
21,700
+436
+2% +$10.8K ﹤0.01% 315
2025
Q1 		$529K Sell
21,264
-2,180
-9% -$53.4K ﹤0.01% 314
2024
Q4 		$569K Buy
23,444
+3,720
+19% +$91.5K ﹤0.01% 307
2024
Q3 		$499K Buy
19,724
+692
+4% +$17.3K ﹤0.01% 313
2024
Q2 		$464K Buy
19,032
+8,854
+87% +$214K ﹤0.01% 313
2024
Q1 		$250K Buy
10,178
+86
+0.9% +$2.11K ﹤0.01% 447
2023
Q4 		$251K Buy
10,092
+1,586
+19% +$38.3K ﹤0.01% 427
2023
Q3 		$204K Buy
+8,506
New +$207K ﹤0.01% 444

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Empower Advisory Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 14% in Q1 2026, buying an estimated $81.1K and bringing the position to 26,561 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Empower Advisory Group first reported a position in SCHR in Q3 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Empower Advisory Group held 26,561 shares of Schwab Intermediately-Term US Treasury ETF worth $662K as of Q1 2026.
  • Empower Advisory Group bought 3,236 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $81.1K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #287 holding.
  • Empower Advisory Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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