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 Q2	$700K	Buy	28,405 +1,844	+7%	+$45.6K	﹤0.01%	295
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Empower Advisory Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.9% in Q2 2026, buying an estimated $45.6K and bringing the position to 28,405 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Empower Advisory Group first reported a position in SCHR in Q3 2023 and has held it in 12 quarters since. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Empower Advisory Group held 28,405 shares of Schwab Intermediately-Term US Treasury ETF worth $700K as of Q2 2026.
Empower Advisory Group bought 1,844 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $45.6K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #295 holding.
Empower Advisory Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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